Craig Phillips

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Superannuation

18 February 2004

Adviser/accountant SMSF marriage still valid

Financial advisers and accountants may still benefit from establishing strategic alliances with each other in relation to providing advice on self managed super funds (SM...

Financial planning

17 February 2004

Investor Group merges acquired practice

Investor Group will aim to roll out its risk insurance, finance broking and superannuation advice service offerings to clients of Sydney-based Greenwood BKT after today a...

Financial planning

17 February 2004

ING wholesale offering reverses trend to retail

ING Australia will reverse the trend to move into retail with the launch of a wholesale version of its retail Tax Effective Income Trust tomorrow following the fund’s str...

Financial planning

16 February 2004

Retireinvest rebuilds with new names

Franchise dealer group RetireInvest has moved to bolster its ranks with two senior appointments three months after the firm’s ING parent announced plans to restructure it...

Financial planning

16 February 2004

Praemium joins up with InvestmentLink

Praemium Portfolio Services has struck a deal with InvestmentLink to offer advisers consolidated reporting and online transactions across all platforms and fund managers....

Financial planning

15 February 2004

ASIC bans adviser for fraud

An Australian Securities and Investments Commission (ASIC) investigation saw a South Australian financial adviser appear in the Adelaide Magistrates Court on Friday charg...

People & Products

15 February 2004

MacarthurCook appoints former IOOF exec

Boutique property fund manager MacarthurCook Investment Management has completed the second part of an executive search commenced last year for two senior staffers, with ...

Funds management

11 February 2004

Fund managers consensus driven: van Eyk

Modern Australian fund managers are significantly more risk averse and likely to end up following the consensus view with regard to investment strategy compared to their ...

Financial planning

10 February 2004

Retail managed funds jump in 2003

Strong inflows and solidly performing equity markets have assisted in expanding the size of the retail managed funds market by 4.3 per cent in the fourth quarter of 2003 ...

Financial planning

9 February 2004

Count launches new high net worth wrap

Count Financial has revealed its new wrap - platform2 - targeting the high net worth market as a re-badged BT Financial Group offering and will roll out the initiative at...