Craig Phillips

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Financial planning

03 Oct

Colonial rallies office trust stakeholders

Colonial First State Investments has confirmed it has had discussions with “all relevant entities” regarding its concern over the sale of the Lend Lease US Office Trust t...

People & Products

02 Oct

AMP looks outward with new head of sales

AMP has reaffirmed its strategy to expand its presence in the non-aligned adviser market with the appointment of former Perpetual Investments executive, Andrew Keay, into...

Financial planning

02 Oct

Advisers slammed for lack of referrals

Financial advisers have been criticised for failing to recommend client businesses, with calls for advisers to make the notion of referrals a two-way affair....

Financial planning

02 Oct

Client and adviser failings lead to fraud

Blind client trust and internal procedural failings within financial planning firms are the two over-riding factors allowing fraud to go unchecked, an anticipated report ...

People & Products

01 Oct

CBA senior exec leaves after stoush

The Commonwealth Bank of Australia’s head of marketing, Graham Ford left the group acrimoniously late last week following what is understood to be a rift between himself ...

Financial planning

01 Oct

Advance reaffirms market commitment

Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...

Financial planning

30 Sep

MLC boosts platform menu

MLC has added a number of external single and multi-manager funds to its MasterKey investment platform to provide advisers with a ‘happy medium’ between a fully implement...

Financial planning

30 Sep

Sealcorp to drop PACT brand as dealers groups merge

Sealcorp dealer group Pact will be rolled into its sister dealership Securitor later in the year in a bid to sharpen brand focus and respond to the changing needs of its ...

Financial planning

30 Sep

LifeTrack legal action gathers momentum

Aggrieved investors of AM Corporation’s LifeTrack Diversified Traded Policies (DTP) fund have formally appointed litigation funding firm IMF (Australia), as momentum for ...

Financial planning

29 Sep

BT rolls out Premier service for top advisers

BT Financial Group has launched Premier Adviser Services (PAS) – a selective support initiative for non-aligned advisers it has a strong relationship with – in a bid to b...