Craig Phillips

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Financial planning

15 Nov

RetireInvest scotches exodus rumours

ING-owned RetireInvest has played down suggestions it’s franchised proprietors and financial planners are unhappy on masse despite a small group of Victorian advisers ind...

Financial planning

15 Nov

BT seeks to rectify New Zealand gaffe

BT Financial Group has contacted up to 50,000 New Zealand investors to notify them of its intention to return to the High Court in Wellington and hopefully conclude an on...

Financial planning

12 Nov

Planners enrol for advice, not ‘product flog’

Financial planning practice management firm Strategic Consulting and Training (SCAT) has launched a new adviser education program that it claims will teach planners how t...

Financial planning

12 Nov

Members remain indifferent to choice

A new survey has reinforced superannuation fund member apathy towards choice of fund with findings that only one in 10 people are likely to switch funds when the new regi...

Financial planning

11 Nov

Institutions close in on Bridgeport

More than 20 institutions have expressed an interest in buying out Bridgeport Advisers and Asset Managers since the financial planning and investment group was placed int...

Financial planning

11 Nov

Pengana ventures into small caps

Pengana Capital will announce the launch of a new small companies division early next week as the boutique fund manager continues its strategy of adding specialist offeri...

Financial planning

11 Nov

Perpetual calms researcher nerves

Perpetual Investments has played down research house fears its new in-house international equities arm will be a far removal from the way the asset class has been managed...

Financial planning

11 Nov

Bridges planners to oppose ‘hostile’ Tower suitors

Institutions considering making a trade bid for the wealth management arm of Tower ahead of a possible move to separately list the business unit have been warned they are...

Financial planning

11 Nov

BT rejects conservative tag

BT Financial Group has dismissed suggestions the closure of its Tactical Asset Allocation (TAA) division is a risk averse move brought about by its Westpac Bank parent se...

Financial planning

10 Nov

Tribeca continues to grow by acquisition

Tribeca Learning has confirmed its bid to acquire the Strategist Group after signing a heads of agreement with the self managed superannuation fund education firm ahead o...