Craig Phillips

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Financial planning

23 Jul

UBS replaces small caps defector

UBS Global Asset Management has moved swiftly to shore up the gap in its small caps team by reassigning senior analyst Mark Buizen as joint portfolio manager alongside ex...

Financial planning

22 Jul

ASIC issues new SOA class-order

The Australian Securities and Investments Commission has issued its anticipated further direction on the much maligned issue of Statements of Advice by releasing a new cl...

Financial planning

22 Jul

ASIC and NZSC to fight cross border scams

The Australian Securities and Investments Commission and the New Zealand Securities Commission have reached an agreement to explore opportunities to cooperate in the regu...

Financial planning

21 Jul

Clime licenses new IMA software

Individual and discrete private client portfolio manager Clime Asset Management has struck a deal with niche managed account software group Financial Simplicity to licens...

Funds management

21 Jul

SSgA co-launches first Chinese ETF

State Street Global Advisors has joined up with Shanghai-based China Asset Management Company to launch the first Exchange Traded Fund - the Shanghai 50 ETF - in the coun...

Funds management

21 Jul

ACCC watchful of property spruikers

A group of property investment seminar promoters have agreed to consent orders in the Federal Court to correct misrepresentations allegedly made in material promoting a s...

Financial planning

20 Jul

FPA continues to rebuild senior ranks

The Financial Planning Association has filled another of its senior executive roles vacated this year with the appointment of Commonwealth Bank of Australia’s John Anning...

Financial planning

20 Jul

Mixed news for diversified funds

IOOF has been upgraded while Colonial First State and ING have both been downgraded as part of research house Lonsec’s Diversified Sector Review released today....

Financial planning

19 Jul

Securities Institute bolsters National Council

The Securities Institute has extended the industry reach of its National Council with the appointment of Grant Samuel corporate adviser, Malcolm McComas....

Financial planning

16 Jul

Advisers jailed for tax fraud

Three advisers to a tax-minimisation scheme have been jailed in the West Australian Supreme Court for five years each for attempted tax fraud of around $26 million....