Craig Phillips

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Financial planning

14 January 2004

Schroders adds to Aussie equties team

Schroder Investment Management Australia has bolstered its domestic equity investment capabilities further following former head of Australian equities Ken Lambden’s move...

Financial planning

13 January 2004

First S&P ‘AAA’ Aust equity rating to 452

International rating and investment data group Standard & Poor’s (S&P) has granted its first Australian fund ‘AAA’ rating to Colonial First State FirstChoice Investments’...

Financial planning

12 January 2004

MacarthurCook defends stance on holdings

Boutique property fund manager MacarthurCook Investment Management has responded to suggestions by research house Lonsec that its $70 million industrial property trust ha...

Funds management

12 January 2004

‘Steady as she goes’ for fund managers in 2004

Fund managers remain cautious in their outlook for investment markets this year despite rising levels of confidence stemming from the turnaround in equity market performa...

Financial planning

11 January 2004

Praemium strikes alliance to challenge competition

Wrap provider Praemium Portfolio Services has struck a deal with market data services group Paritech to bolster its market position in light of growing competition in the...

Financial planning

11 December 2003

Tower life firms offload group stock

Tower Australia and Tower Life (New Zealand) have divested their complete holdings in parent company Tower Limited this morning following the sale of almost 10 million sh...

Financial planning

10 December 2003

Macquarie loses senior staff

Macquarie Funds Management (MFM) received four senior staff resignations yesterday with two of the defectors departing to join former head of the division David Deverall ...

Financial planning

10 December 2003

Adviser body guns for union super money

The Association of Independently Owned Financial Planners (AIOFP) and Personal Choice Management (PCM) and have combined to launch a new joint venture - Personal Choice I...

Financial planning

10 December 2003

NAB targets workplace advice for merged dealers

National Australia Financial Planning Business (NAFPB) is to focus on providing workplace financial advice to clients following its incorporation of MLC Private Client Se...

Financial planning

10 December 2003

FPA sheds a third of staff in restructure

The Financial Planning Association (FPA) will suffer “a probable net loss of fifteen” staff through retrenchment following yesterday’s announcement of restructure plans t...