Craig Phillips

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Financial planning

14 October 2003

Another Perpetual executive walks

Perpetual Trustees has lost another of its senior executives following the resignation today of Personal Financial Services group executive, Rohan Mead....

People & Products

14 October 2003

Assirt’s Jacques joins Vertex

Former Assirt head of distribution and product, Rebecca Jacques, who tendered her resignation from the research house on Monday and left later that day has joined alterna...

Financial planning

13 October 2003

Prescience launches BDM education initiative

Financial services consultancy Prescience Consulting has launched a training company - Jacana Business Momentum - to fill what it views as an industry void in the level o...

Financial planning

13 October 2003

Charter to restore confidence

AMP Financial Planning is attempting to restore some of the recent loss of confidence in financial planners through the launch of its Client Charter - a feedback and expe...

Financial planning

9 October 2003

Perpetual dives into low-cost platforms

Perpetual Investments has unveiled details of its own low cost platform, WealthFocus, ahead of next month’s launch as a response to changing market needs and an assessmen...

Financial planning

9 October 2003

The battle for member dollars

Less than stellar investment returns over the past two years have reignited the industry superannuation fund versus retail fund fee debate. Craig Phillips reports....

People & Products

9 October 2003

ING names new RetireInvest head

ING has ended months of industry speculation in relation to management of its RetireInvest dealer group with the appointment of former Snowball Group general manager dist...

Financial planning

8 October 2003

Lumley Life to merge with PrefSure following sale

Capital Alliance Holdings Australia (CAHA) confirmed its $83.75 million acquisition of Lumley Life yesterday after having signalled its intent to purchase the group in la...

Financial planning

7 October 2003

Treasury Group set to launch fund-of-funds firm

Treasury Group has unveiled plans to launch a new fund-of-funds investment company - Premium Investors - in an announcement made to the Australian Stock Exchange (ASX) ye...

Funds management

6 October 2003

Trust makes external Aussie equities play

Trust Company is aiming to increase its market presence by expanding the external distribution of its Australian equity products following the appointment of former Perpe...