Craig Phillips

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Financial planning

24 Nov

AMP adds next step to holistic planning

AMP Financial Planning (AMPFP) has re-affirmed its commitment to offering holistic financial planning advice to clients through the launch of AMPFP Life Stages....

Financial planning

24 Nov

Tower gives undertaking to ASIC

Tower Australia has given an undertaking to the Australian Securities and Investments Commission (ASIC) in relation to repaying some investors in its FAI Personal Superan...

Financial planning

24 Nov

Challenger signs up 452 Capital

Challenger Financial Services will allocate 25 per cent of funds flowing into its soon-to-be-launched Boutique Australian Share Fund to 452 Capital. The move allows inves...

Funds management

21 Nov

Colonial forces property fund RE change

Principal Real Estate Investors (Australia) has replaced Lend Lease as the responsible entity of the soon to be Morgan Stanley owned Lend Lease US Office Trust (LUO) foll...

Financial planning

20 Nov

Advisers warned of pension transfer perils

Financial planners offering advice on pension transfers from the UK face litigation for failing to research the full implications of transferring client funds to Australi...

Financial planning

20 Nov

Treasury Group to raise $75 million more ahead of launch

Treasury Group is looking to raise an additional $75 million prior to next Thursday’s listing of its new boutique Australian equities fund-of-funds company - Premium Inv...

Financial planning

20 Nov

AIOFP strikes deal with AIG

The Association of Independently Owned Financial Planners (AIOFP) has negotiated a deal with insurance group AIG to offer its members significantly discounted professiona...

Financial planning

18 Nov

Old folks put more pressure on Gen Xers

Generation Xers - already feeling the strain from huge increases in housing and tertiary education costs, job insecurity and changes to welfare - can look forward to furt...

Financial planning

17 Nov

Bridges to open offices in regional Australia

Bridges Financial Services is gearing up for an assault on the Victorian and Queensland financial planning markets with plans to open up eight new offices – four in each ...

Financial planning

17 Nov

Westpac Sunrise puts heat on advisers

A Westpac Banking Corporation strategic review going under the moniker of Project Sunrise may be inadvertently fuelling a large number of adviser departures from the grou...