Samantha Walker

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Financial planning

16 Sep

Merrill targets $50m from mezzanine funds

Merrill Lynch Mercury Asset Management hopes to attract $50 million per fund in the medium term for its “Professional Investor” suite of mezzanine priced funds....

Financial planning

16 Sep

Wizard bullish about competitive services

Some areas of the financial services industry are sluggish, monopolised and wide open for attack, according to Wizard executive chairman Mark Bouris....

Financial planning

16 Sep

Badged wrap brigade expands as WHK joins ranks through BT

WHK Financial Services has become the latest group to offer its own badged wrap service through BT Portfolio Services....

Financial planning

16 Sep

Colonial bags first place for its service

Colonial First Sate has continued its dream run, topping the 1999 Assirt Service Level Survey....

Financial planning

16 Sep

The domino principle: are traditional retail funds set to roll over?

Is the boom in master trust and wrap services the beginning of the end for ad-visers channelling their clients' money directly into managed funds? ...

Financial planning

16 Sep

State Street wins HPFM custody rights

State Street Australia has won custody rights to the unit trust business of wholesale group Hopkins Partners Funds Management (HPFM)....

Financial planning

16 Sep

Big bucks to be made in the Big Apple

In the US, it pays to be a fund manager who specialises in international funds, works for a mutual fund company and lives in New York. ...

Financial planning

02 Sep

Lend Lease snares market share

Lend Lease has snared top spot in the latest round of market share figures pub-lished by Assirt....

Financial planning

02 Sep

Storm brewing over CFP in the US

US financial planners are locked in battle with the Certified Financial Planning (CFP) board of standards over changes to the CFP designation....

Financial planning

02 Sep

Corporate super funds still strong

Corporate super funds are maintaining market share despite dire pre-dictions from some elements in the financial services industry. Recent figures released by Association...