Craig Phillips

Craig Phillips

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Trust Company has appointed former Challenger consultant Assyat David to head up its financial services division and complete a group-wide business review kicked-off in A...

Challenger Financial Services Group’s formal acquisition of Associated Planners Financial Services on Friday concluded at an almost $10 million discount to the industry a...

ING-owned RetireInvest has created a more equitable dealer split model for its advisers by abandoning its incremental revenue sharing structure in place of an arrangement...

Associated Planners Financial Services (APFS) shareholders delivered a landslide vote last week in favour of Challenger Financial Services Group’s (CFSG) proposal to acqu...

Australian financial planning groups are being encouraged to expand overseas and tap into a number of under-serviced markets that present a bevy of advice opportunities....

Perth-based health insurance firm HBF is formulating a strategy to offer other forms of financial services to its more than 900,000 members and customers through strategi...

Craig Phillips talks to Colonial First State general manager distribution Richard Nunn about the changes to distribution strategy at CFS over the past year....

Former Sagitta Wealth Management chief executive Peter Martin is set to return to the market later this year as head of a new start-up venture - Rismark International Lim...

Perth-based dealer firm Western Pacific Financial Group has unveiled an ambitious organisational expansion that involves the formation of a holding company to sit above a...

The Australian Taxation Office (ATO) has again been slammed in Parliament over its inflexibility and reluctance to grant concessions to investors in tax-effective investm...

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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’...

1 month 3 weeks ago

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

2 months 2 weeks ago

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

2 months 3 weeks ago

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

3 weeks 2 days ago

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

1 week 4 days ago

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

1 week 2 days ago
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