Craig Phillips

Craig Phillips

News by this author

Pengana Capital and Barclays Global Investors are both stepping up their dealer group and platform focus with the appointment of a national distribution manager and a na...

IWL has reported a significant turnaround in its financial earnings this year, due largely to a buoyant stock market boosting its now fully integrated online broking arm ...

Australians are becoming more realistic as to the level of savings required to fund a reasonable quality of life in retirement, with one in three recent retirees not havi...

Australia has been identified as having the largest income protection gap (39 per cent) of several developed countries according to findings in a new global mortality pro...

The Australian Prudential Regulation Authority is encouraging trustees to apply early for licences under the Superannuation Safety Amendment Act 2004 by assuring them it ...

Former Saxby Bridge managing director Jeffrey Braysich along with Perth Businessman Dean Scook have been committed to stand trial on 300 market manipulation charges in th...

Credit Suisse Asset Management has finally launched its new platform, MasterWrap, almost a year after signalling its intent to push into what has become an increasingly c...

Ipac Securities will receive around $9 million in scrip from its AXA Asia Pacific parent after passing its first target in terms of inflows as part of the agreement struc...

Morningstar and its former chief executive Graham Rich are one step closer to a potential courtroom showdown after the NSW Supreme Court rejected two claims by the resear...

The Commonwealth Bank of Australia has appointed Coin Software and van Eyk Research as part of its extensive advice model review....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 months 1 week ago

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

4 months ago

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

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 13 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
moneymanagement logo