Craig Phillips

Craig Phillips

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Colonial First State general manager distribution Richard Nunn has moved swiftly to “remove any overlapping of responsibility and accountability” within the group’s distr...

The Norwich Union owned Navigator platform is set to incorporate straight through processing (STP) throughout its operations, to the benefit of the 3,500 financial advise...

Macquarie Funds Management has made an internal appointment to fill the gap left by former international division head, Ben Bruck, who became head of the group following ...

The Australian Securities and Investment Commission (ASIC) today released its anticipated draft guidelines in relation to the product disclosure statements (PDSs) of soci...

AMP Australian Financial Services yesterday rolled out Asgard eWraps to three of its four aligned dealer groups within two months of the groups striking a deal....

Some financial planners are moving into risk insurance, an area historically occupied by life agents. Craig Phillips looks at some of the drawbacks of such a move....

ING is setting its sights on the independent third-party planning market, with plans to grow its business beyond its aligned dealer groups, through the launch of a back o...

Less than half of the 60 Australian-based fund managers requested to submit information to the New Zealand Securities Commission – relating to possible breaches in filing...

The Association of Independently Owned Financial Planners (AIOFP) is distancing itself from the broader financial planning industry in terms of underwriting risk as it em...

The weak activity within general technology markets is not being reflected in the provision of financial planning software, with a number of new firms entering the fray. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 21 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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