Samantha Walker

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Financial planning

30 Nov

Planners among Australia's most wanted

There’s a big supply and demand problem in financial planning, according to one industry figure....

Financial planning

29 Nov

Macquarie connects to wrap service

Macquarie has this week begun trialing another wrap service, to be offered through Macquarie Financial Services (MFS)....

Financial planning

25 Nov

Planners told to ditch sales pitch

Until financial planners shrug off their sales persona, they will not build trust rela-tionships with their clients, according to a keynote speaker at the FPA Convention....

Financial planning

25 Nov

Sun, surf, food and wine - it's conference time

With all the controversy over soft dollar commissions that has been floating around the industry in recent times, many financial planners can be forgiven for being a tad ...

Financial planning

25 Nov

Did you know...Asian Rollercoster

The past two years have been a rollercoaster ride for investors in south east Asian equity trusts....

Financial planning

25 Nov

IFMA stands firms as Lynx pounces

IFMA has moved to reassure its advisers that it’s full steam ahead in coming months, following the recent poaching of eight of its staff by rival start-up group Lynx Fina...

Financial planning

25 Nov

Banks to dominate

Westpac Financial Services has predicted banks will dominate the margin lending market within three years....

Accounting

25 Nov

Meanwhile, accountants strengthen their grip

Money Management’s inaugural Top 100 dealer survey has proved what many in the industry have long suspected – that accountants are fast gaining a foothold in the industry...