Craig Phillips

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Financial planning

25 Nov

ASFA strikes lucrative education deal

The big superannuation fund covering Commonwealth public servants, ComSuper has moved to significantly upgrade the skills of its staff by appointing the Association of Su...

Financial planning

25 Nov

Costly anti-laundering reforms back on agenda

The financial services industry is one step nearer to having closure on the looming and potentially crippling cost of having to identify more than nine million investors ...

Financial planning

24 Nov

Deutsche gears up ahead of new year unveiling

Deutsche Asset Management will target the do-it-yourself superannuation fund market next year along with individuals nearing or in retirement by launching a suite of abso...

Financial planning

23 Nov

Zurich mixes up new blend portfolios

Zurich Financial Services Australia has tweaked its blended series of funds by adding Barclays Global Investors to give five of its blended portfolios a small component o...

Financial planning

22 Nov

Falling fee culture rolls on

Downward pressure on fees in the industry continues with MLC and ING the latest heavyweights to signal better deals for consumers by both announcing a raft of changes to ...

Funds management

19 Nov

APN takes property global

APN Funds Management has launched a global version of its Property For Income fund to be managed by New York-based The Fiduciary Fund....

Financial planning

19 Nov

MFS seeks ‘back-door’ listing

Boutique fund manager MFS Group is set to list on the Australian Stock Exchange via a ‘back-door’ listing after announcing plans to merge with a publicly floated investme...

Financial planning

18 Nov

Bidding heats up as another buyer emerges for PIS

Four institutions are now in the running to buy Professional Investment Services (PIS) after another industry heavy weight threw its hat into the ring last week as the ra...

Financial planning

18 Nov

Snowball grows despite winter of discontent

Listed financial services firm Snowball Group has forged its second advice alliance in as many months after announcing it has struck a deal with Sydney-based planning pra...

Financial planning

18 Nov

News briefs – 18 November 2004

A former tax agent, accountant and financial planner has been jailed for six-and-a-half years in the Western Australian District Court after being found guilty of tax fra...