Craig Phillips

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Financial planning

12 November 2003

Aurora launches retail distribution firm

Aurora Funds Management (AFM) has unveiled a new initiative - Aurora Distribution - to assist fund managers and investment product manufacturers without access to strong ...

Financial planning

11 November 2003

AIFP expands but retains boutique focus

Queensland-based boutique financial dealer group Australian Investment and Financial Planners (AIFP) is in the final throes of negotiations that will see it expand into t...

Financial planning

11 November 2003

Industry in dark over FSR compensation

Financial planners, stock brokers and insurance agents are being kept in the dark on how compensation arrangements will pan out under Financial Services Reform due to the...

People & Products

11 November 2003

PIS replaces head of Singapore business

Professional Investment Advisory Services (PIAS), the Singaporean arm of Queensland-based dealer group Professional Investment Services (PIS) has relocated chief executiv...

People & Products

9 November 2003

Challenger appoints SimCorp in Aussie first

Challenger Financial Services Group (CFSG) has appointed Europe-based technology group SimCorp Dimension to service its portfolio and investment management back-office op...

Financial planning

9 November 2003

Associated Planners buys into practices

Associated Planners Financial Services (APFS) is set to take 30 per cent strategic stakes in as many as 50 of its 100 affiliated adviser practices over the next 18 months...

Financial planning

9 November 2003

Mercer makes holistic planning push

The financial planning arm of Mercer HR Consulting - Mercer Financial Planning - is executing a new business strategy to enable it to offer a full suite of financial serv...

Financial planning

9 November 2003

BT to increase multi manager focus

BT Financial Group will aim to boost its sale into its multi-manager offerings after signing up former MLC senior business development manager Michael Bailey....

Financial planning

9 November 2003

Boutique fund-of-funds to list by 2004

Treasury Group has revealed its soon to list fund-of-funds company - Premium Investors - will be an absolute return offering investing predominantly in boutique Australia...

Financial planning

9 November 2003

ING sells off IWL stake

ING last week sold its 8.9 per cent holding in financial services software group IWL, in addition to three of IWL’s founding shareholders also divesting a large portion o...