Samantha Walker

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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

How the leaders pay their planners

Almost a third of the Top 100 dealer groups pay their planners exclusively via a salary, with another 12 dealer groups offering a combination of salaried and con-tract em...

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...

Financial planning

24 Nov

Clients demand more from planners: survey

Today’s financial planners don’t need to be superheroes in order to attract new cli-ents. Or do they?...

Financial planning

24 Nov

Zurich trials back office service

Former head of Bleakleys Tony Ash is one of the figures behind Zurich Financial Services’ new back office service for advisers, which may be rolled out early next year....

Financial planning

23 Nov

AMP usurps MLC crown

Inflows into the Lend Lease subsidiary MLC almost halved in the past three months, pushing the group off the top spot in the Assirt retail inflow survey....

Financial planning

22 Nov

Scott, BT part company

Ron Scott has resigned from his post as head of BT Portfolio Services....

Funds management

18 Nov

Property fund managers bring home the bacon

A strong property market has meant most property fund managers have passed on pay increases of between 5 to 6 per cent this year....

Financial planning

16 Nov

Hillross admits ASIC breaches

Hillross Financial Services is to begin a mail-out to 2,500 of its investors in its PortfolioCare Investment Service this week, following news its disclosure docu-ments m...

Financial planning

16 Nov

Complaints scheme given the nod

The Financial Services Complaints Resolution Scheme (FSCRS) has gained the approval of the Australian Securities and Investments Commission (ASIC) to oper-ate as an exter...