Craig Phillips

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Financial planning

17 Jul

Managed funds ‘go to the ropes’ but still fighting

Australian managed funds experienced outflows of more than 10 per cent over the past financial year as investors took flight to bonds, cash and property in what was anoth...

Financial planning

16 Jul

Hamson finds new home with SSgA

State Street Global Advisors (SSgA) Australia has appointed former Westpac Investment Management chief investment officer Don Hamson into the newly created role of head o...

Financial planning

15 Jul

AMP finalises Asgard e-wrap deal

AMP Australian Financial Services and Asgard yesterday concluded a deal agreed in May to utilise the latter’s e-wrap platform across all AMP dealer groups....

Financial planning

15 Jul

CBA’s Austin to be replaced

Commonwealth Bank (CBA) head of financial planning Geoff Austin will be replaced this week after two years at the helm of the group’s advisory business....

Financial planning

15 Jul

Budget gets mixed industry response

The financial services industry has delivered a mixed response to the Federal Budget, with one association lambasting the Government for “walking away” from Australia’s r...

Financial planning

15 Jul

High Court upholds fraud conviction

A convicted executive has had his sentence upheld in the High Court following the dismissal of an appeal against five charges of fraud made by the Australian Securities a...

Financial planning

15 Jul

Lazard restructures management

Lazard Asset Management has announced a number of senior appointments after restructuring elements of its management team in a bid to enhance its client servicing capabil...

Financial planning

15 Jul

South African planners herded into licensing

Recent legislation is set to revamp the South African financial planning industry. Craig Phillips reports....

Financial planning

15 Jul

International links wins for AXA-Bernstein

AXA has been rated by InvestorWeb as the top six star manager for international equities, due to the success of its global value offering managed by US-based value manage...

Financial planning

15 Jul

FPA addresses boutique representation fears

The Financial Planning Association (FPA), in an attempt to stave off criticism it fails to fully represent its membership base, has appointed two staffers to focus solely...