Craig Phillips

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Financial planning

06 Oct

New corporate bucks trend

One of Australia’s oldest listed companies Washington H Soul Pattinson and Company has bucked the industry trend away from corporate super by announcing plans to launch i...

Financial planning

06 Oct

Challenger non-core selling continues

Challenger Financial Services Group is continuing its sale of non-core assets with the offloading of its $150 million margin lending book to Macquarie....

Financial planning

06 Oct

Risk tool aims to lower portfolio “blood pressure”

Financial services software group FinaMetrica has launched what it claims is Australia’s first web-based risk tolerance assessment tool for consumers....

Financial planning

30 Sep

BT chief executive quits

BT Financial Group has announced its chief executive David Clarke will step down as head of the group in February to pursue “wider business interests”, two years after ta...

Financial planning

29 Sep

Portfolio Partners ramps up retail focus

Portfolio Partners is aiming to combat the fierce competition faced by fund managers when seeking exposure to platforms and dealer group recommended lists by creating a n...

Financial planning

29 Sep

Investor appetite for shares grows

Investors are more inclined to invest new savings in shares and managed funds than they were a year ago, according the latest ING/Melbourne Institute Household Savings an...

Financial planning

28 Sep

Perennial departure sparks more reviews

Standard & Poor’s has reacted to the departure of Perennial Investment Partners joint head of international equities Kerry Series last Friday by placing two funds under r...

Funds management

28 Sep

ING PEALs off private equity fund

Retail investors have been promised both liquidity and access to a range of private equity schemes when ING Investment Management launches a new listed private equity fun...

Financial planning

27 Sep

CBA unveils new Financial Wisdom boss

The Commonwealth Bank of Australia has announced the new head of its Financial Wisdom dealer group after appointing internal staffer Paul Barrett today to replace Jerome ...

Financial planning

27 Sep

CARM signs deal with PIS

Financial planning business management group CARM has struck a deal with Professional Investment Services to provide the dealer firm’s network of over 1,200 planners with...