Craig Phillips

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Financial planning

06 Dec

AXA advisers’ second bite of Discovery cherry

AXA Australia is to conduct a re-run over coming months of Project Discovery - a scheme launched last year where the group bought clients from established financial plann...

Financial planning

06 Dec

Currency: walking the walk

Craig Phillips discovers that currency is a key consideration when it comes to investing in global equities....

Financial planning

06 Dec

Dollar disclosure extra time falls short

Fund managers and product providers may still fail to meet the deadline for compliance with the new dollar disclosure regime despite the Australian Securities and Investm...

Financial planning

06 Dec

Fidelity takes change in stride

Most fund managers would view the loss of near on $2 billion in investment mandates as a serious blow to their portfolio management capability egos, not to mention the li...

Financial planning

06 Dec

MLC shows exit fees on new products the door

MLC has pre-empted any future moves to ban exit fees on investment and superannuation products by removing such fees from all new products offered by the group....

People & Products

06 Dec

Mace gets Aurora head role

Financial planning dealer firm Mawson Group chief executive Les mace has been appointed to head up subsidiary life adviser dealer group Aurora Financial Planning, which k...

Financial planning

06 Dec

S&P grows step by step

Standard & Poor’s (S&P) has bolstered its fledgling fund ratings team to research non-traditional areas of the managed investments arena such as mortgage trusts, multi-ma...

Financial planning

03 Dec

PrefSure supportive of parental sale

Australian risk insurer PrefSure Life believes it will be business as usual despite the imminent sale of its South African parent Capital Alliance Holdings to insurance g...

Financial planning

01 Dec

Credit Suisse adds Mercer to platform

Credit Suisse Asset Management has added several multi-manager options to its fledgling platform, MasterWrap, after striking a deal with Mercer Investment Consulting....

Financial planning

30 Nov

Early super release duo arrested at airport

A father and son, who are under investigation for alleged involvement in a business that offered consumers illegal early access to their superannuation, were arrested on ...