Craig Phillips

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Financial planning

07 Mar

Broker to stand trial on ASIC allegations

A former South Australian options adviser and stockbroker was committed to stand trial in the Adelaide Magistrates Court late last week facing 52 forgery charges relating...

Financial planning

07 Mar

Zurich wraps up corporate super

Zurich Financial Services Australia has centralised all its corporate superannuation and wrap operations, creating a new dual role to oversee its activities in these area...

Financial planning

03 Mar

Perpetual gets Dublin go-ahead

Perpetual has managed to retain the lions’ share of $2 billion in international funds previously invested by Fidelity Investments, after it was given the go-ahead last we...

Financial planning

03 Mar

ASIC not facing executive exodus

Australian Securities and Investments Commission outgoing executive director of financial services regulation Ian Johnston has played down suggestions his departure is re...

Financial planning

01 Mar

Alternatives split industry

The level of alternative assets retail investors should hold remains a controversial issue, with the broad and contrasting views across the industry exposed in a high lev...

Policy & Regulation

01 Mar

$100K bonus for Bridges’ planners follows listing

Advisers from Bridges Financial Planning could be more than $100,000 better off on average, after their owner - Tower spin-off Australian Wealth Management- made a relati...

Financial planning

01 Mar

Survey questions planner crackdown

A planned crackdown of advisers in the lead up to super choice has been put into question by new survey findings, which show the majority of clients are satisfied with th...

Financial planning

01 Mar

Van Eyk takes UBS dispute to next level

Van Eyk Research managing director Stephen van Eyk has taken the group’s highly-public dispute with UBS Global Asset Management to the Swiss manager’s global headquarters...

Financial planning

28 Feb

Himbury departs CBA as advice rolls into CFS

Commonwealth Bank of Australia’s plans to restructure its financial advice division into a new look Colonial First State has forced the departure of CBA executive general...

Financial planning

25 Feb

Suncorp benefits from booming markets

Suncorp has posted a 47 per cent jump in net profit for the half year ending December, becoming the latest financial services group to ride favourable investment conditio...