Craig Phillips

Craig Phillips

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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...

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

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...

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...

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...

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...

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...

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 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...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

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ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

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