Samantha Walker

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Financial planning

16 January 2000

BBL taps into the Dow

BBL Funds Management claims its new Director Dow Jones Global Titans Index Fund will provide Australian investors with the opportunity to invest in the world’s top 50 com...

Financial planning

11 January 2000

AFS launches adviser club

Australian Financial Services (AFS) is claiming a first for a dealer group, by set-ting up an initiative aimed at filling the gap between a planner’s technical prowess an...

Financial planning

11 January 2000

Complaints schemes merge

The Financial Planning Association’s (FPA) complaints resolution scheme will be rolled into the operations of its only competitor under a deal announced late yes-terday....

Financial planning

11 January 2000

ASIC claims first broker scalp

The Australian Securities and Investments Commission (ASIC) has claimed a first scalp in its war against unregistered insurance brokers....

Financial planning

15 December 1999

Putnam enters Australian market

Rothschild Australia Asset Management (RAAM) will hand over more than $800 million of its international equity investments to US manager Putnam Investments early next yea...

Financial planning

13 December 1999

US fund tops $100 billion mark

The Vanguard Group’s 500 Index Fund has become the second managed fund to reach the US $100 billion mark in assets under management, according to Bloomberg....

Financial planning

12 December 1999

Macquarie rules out acquiring dealer groups

Macquarie’s financial planning boss Robyn FitzRoy has ruled out acquiring finan-cial planning dealer groups to bolster its adviser numbers....

Financial planning

9 December 1999

Planners band together

A group of financial planning dealers have banded together to provide financial advice targeting government institutions and large corporations in the process of downsizi...

Funds management

7 December 1999

Australian fund managers under threat

Australian fund managers are weighted down with product, increasing manage-ment costs and making them vulnerable to overseas competitors entering the mar-ket, says one an...

Financial planning

6 December 1999

NRMA targets SMEs for super deal

NRMA Financial Services’ planners will be one of the key distributors of superan-nuation services aimed specifically at small to medium business groups (SMEs)....