Craig Phillips

Craig Phillips

News by this author

Aurora Funds Management (AFM) has unveiled a new initiative - Aurora Distribution - to assist fund managers and investment product manufacturers without access to strong ...

Queensland-based boutique financial dealer group Australian Investment and Financial Planners (AIFP) is in the final throes of negotiations that will see it expand into t...

Financial planners, stock brokers and insurance agents are being kept in the dark on how compensation arrangements will pan out under Financial Services Reform due to the...

Professional Investment Advisory Services (PIAS), the Singaporean arm of Queensland-based dealer group Professional Investment Services (PIS) has relocated chief executiv...

Challenger Financial Services Group (CFSG) has appointed Europe-based technology group SimCorp Dimension to service its portfolio and investment management back-office op...

Associated Planners Financial Services (APFS) is set to take 30 per cent strategic stakes in as many as 50 of its 100 affiliated adviser practices over the next 18 months...

The financial planning arm of Mercer HR Consulting - Mercer Financial Planning - is executing a new business strategy to enable it to offer a full suite of financial serv...

BT Financial Group will aim to boost its sale into its multi-manager offerings after signing up former MLC senior business development manager Michael Bailey....

Treasury Group has revealed its soon to list fund-of-funds company - Premium Investors - will be an absolute return offering investing predominantly in boutique Australia...

ING last week sold its 8.9 per cent holding in financial services software group IWL, in addition to three of IWL’s founding shareholders also divesting a large portion o...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 3 days ago

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

1 week 5 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 3 days ago
moneymanagement logo