Craig Phillips
News by this author
26 May
The Financial Planning Association (FPA) today launched its Professional Partners initiative in a bid to raise public confidence levels in the industry, and has appointed...
15 May
UBS Global Asset Management has taken out the Money Management/Assirt Fund Manager of the Year award for the Australian fixed interest category beating out finalists IOOF...
15 May
UBS Global Asset Management (GAM) has been awarded the top prize in the property category in the Money Management/Assirt Fund Manager of the Year Awards....
15 May
Deutsche Bank Australia has appointed former Invesco Australia chief executive officer Michael Parsons as managing director and head of its private wealth management busi...
15 May
AMP confirmed today that it has received preliminary proposals from other financial groups regarding a possible acquisition, chairman Peter Wilcox told investors at the g...
15 May
ING Australia has announced the departure of its chief executive officer John Wylie in the same week that ANZ Bank revealed its 49 per cent stake in the joint ING Group/A...
15 May
BT Funds Management will offer its nine Partner Funds to the retail market and allow investors to access investment managers previously only available through its wrap pl...
15 May
The Australian Prudential Regulation Authority (APRA) has disqualified another former Commercial Nominees of Australia Ltd (CNAL) director from acting as a responsible of...
15 May
National Wealth Management has confirmed industry speculation that it would strike a deal with IWL to incorporate the latter’s financial planning software package, VisiPl...
08 May
Platforms may make financial planners’ lives easier, but Lisa Bowman asks whether they offer consumers value for money, and whether fee levels will change going forward....
Analysis by this author
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ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....
3 weeks ago
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
1 week 2 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 ago
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...