Craig Phillips

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Financial planning

25 Jun

ASIC to clarify dollar disclosure requirements

The Australian Securities and Investments Commission is set to release the details of its ongoing work in the area of disclosure in light of last week’s commentary on its...

Financial planning

24 Jun

CPA Australia to issue advice guidelines

CPA Australia will roll out specific financial advice guidelines in the form of a professional statement to its membership later this year as part of a move to ensure mem...

People & Products

23 Jun

Cuffe steps down as head of Challenger

Challenger Financial Services Group chief executive officer Chris Cuffe will step down as head of the group in August to take over responsibility for developing its wealt...

Financial planning

22 Jun

FPA fills vacant roles

The Financial Planning Association (FPA) has appointed a senior executive to fill its vacant and now combined head of corporate services and member services roles, along ...

Financial planning

18 Jun

Van Eyk transforms consulting focus

Van Eyk Research is winding back its traditional asset consulting focus following a strategic review and in light of the $4 billion industry superannuation fund Sunsuper ...

Financial planning

18 Jun

Pengana LIC raising crosses finish line

Pengana Capital fell over the line today after reaching the $30 million cut-off limit for its listed investment company - Pengana Managers - and will now look to list by ...

Financial planning

17 Jun

BGI moves quickly to fill key role

Barclays Global Investors Australia has moved swiftly by appointing internal staffer Tim Bradbury to replace its adviser services director Michael Ohlsson, who resigned l...

Financial planning

17 Jun

ASIC tweaks binding industry fee model

The Australian Securities and Investment Commission has released a revised version of its good practice model for fee disclosure in product disclosure statements that wil...

Financial planning

16 Jun

AIA adds fuel to soft dollar debate

The Australian Investors Association today called on the financial services industry to self regulate itself by outlawing all forms of soft dollar payments in a move nega...

Life/Risk

16 Jun

Zurich reassures market following insurance probe

Zurich Financial Services Australia has played down Australian Prudential Regulation Authority and Australian Securities and Investments Commission scrutiny of some histo...