Craig Phillips

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Financial planning

06 Jul

Securities Institute aims to raise standards

The Securities Institute has teamed up with the Mortgage Industry Association of Australia to raise broking standards ahead of a regulatory shake-up in the sector analogo...

People & Products

05 Jul

Westpac confirms new head of advice

BT Financial Group has formally appointed the interim head of its financial planning and advice business, Justin Greiner, permanently into the role four months after he t...

Financial planning

02 Jul

Astarra reaches for the stars with new funds

Astarra Funds Management has rolled out its first suite of investment offerings following the group’s unveiling earlier this year after management acquired and re-branded...

Financial planning

02 Jul

IFS rejects Parliamentary accusations

Industry Fund Services has vehemently rebutted a barrage of stinging accusations directed at it by South Australian Liberal back-bencher Grant Chapman, who used parliamen...

People & Products

30 Jun

Borysiewicz to head up Skandia distribution

Skandia has appointed former BT senior executive Richard Borysiewicz as its new head of distribution with the group now set to focus on enhancing its product range to inc...

Financial planning

30 Jun

Challenger details APFS shareholder offer

Challenger Financial Services Group has revealed the specific details of its proposed merger with Associated Planners Financial Services following the Federal Court yeste...

People & Products

29 Jun

…while PGI quickly appoints replacement

Principal Global Investors (PGI) has swiftly moved to reassure the market by reassigning institutional director Alex Francois into its, soon to be vacated, managing direc...

Financial planning

29 Jun

PIS boosts adviser practice growth

Professional Investment Services’ 90-day business and activity model that ran from March through to May has boosted the revenue of participating firms by up to 50 per cen...

Financial planning

28 Jun

FTS to develop adviser support tools

Strategy firm Financial and Technical Solutions (FTS) has been signed up by financial planning compliance system, Keys, to provide technical advice in developing specific...

Financial planning

28 Jun

JBWere restructure shuts-out senior exec

Goldman Sachs JBWere has realigned its marketing division as part of a move by the group to focus more on product and trade promotion rather than advertisement of the rec...