Craig Phillips

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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...

People & Products

11 Jun

Fidelity signs Ohlsson to head up business

Fidelity Investments has snared Barclays Global Investors adviser services director Michael Ohlsson to manage its Australian business....

Financial planning

11 Jun

FPA and AIA trade blows in bitter row

The Financial Planning Association has clashed with the Australian Investors Association over the latter accusing the FPA of making false and misleading statements along ...

Financial planning

10 Jun

ASIC considers soft dollar surveillance

The Australian Securities and Investments Commission delivered the industry a mixed report card mid-morning in the release of its anticipated report into the disclosure o...

Financial planning

09 Jun

Mature investors get tech savvy

Investors over 55 years-old are embracing the Internet revolution in droves and bypassing younger generations in terms of online broking according to research conducted b...

Financial planning

09 Jun

BT resets small caps team

BT Financial Group has moved to repair the hole created by the resignation of its head of small caps Matt Riordan in late April by appointing an experienced analyst to th...

Financial planning

09 Jun

Challenger continues non-core sell off

Challenger Financial Services Group has chosen superannuation back-office firm Australian Administration Services as preferred bidder in the flagged sale of its corporate...

Financial planning

08 Jun

HFA expansion rolls on

Alternative investment group HFA Asset Management has added two further staff members to its team as part of an ongoing push to boost its capabilities....

Financial planning

08 Jun

ANZ and finance union continue stoush

The ANZ Bank and the Finance Sector Union have been ordered to present to a full bench of the Australian Industrial Relations Commission following the former appealing an...

Financial planning

07 Jun

ASN bows out due to regulatory costs

Trustee group Australian Superannuation Nominees is closing its business due to “continuing regulatory intervention” by the Australian Prudential Regulation Authority and...