Craig Phillips

View articles by Craig

Craig 's social profiles:

News by this author

Financial planning

16 Sep

Capstone snares ING advisers

Capstone Financial Planning has signed-up six Melbourne-based former advisers of ING’s now merged Partnership Planning business, taking its stable of planners to 29 and p...

Financial planning

15 Sep

Aberdeen close on Edinburgh deal

Aberdeen Asset Management has made a formal offer to shareholders of Edinburgh Fund Managers as it attempts to acquire the UK-based investment manager....

Financial planning

15 Sep

BT signs dealers to platform for five years

BT Financial Group has struck a deal with six dealer groups renewing agreements to provide them with its wrap platform for five years....

Financial planning

12 Sep

ASIC releases Class Order for AFS licensees

The Australian Securities and Investments Commission (ASIC) has issued a new Class Order on reporting requirements for individuals holding Australian Financial Services (...

Financial planning

12 Sep

Macquarie/PIS launch low-risk fund

Macquarie Bank has partnered with financial planning group, Professional Investment Services to launch a new six-year capital protected Australian equities investment pro...

Life/Risk

12 Sep

Insurance review to clarify PI cover

The former chairman of the Australian Securities and Investments Commission, Alan Cameron has been appointed to head up a Federal Government review of the Insurance Contr...

Financial planning

11 Sep

Labor to shoot down Coonan’s portability stance in Senate

The Australian Labor Party (ALP) will move in the Senate today to disallow the Federal Government’s superannuation portability regulations in the wake of the unanimous re...

Financial planning

10 Sep

ASIC raises issues with Macquarie over forecasts

Macquarie’s private equity arm is to raise its compliance standards after giving an enforceable undertaking to the Australian Securities and Investments Commission (ASIC)...

People & Products

09 Sep

HSBC names new head of Aussie equities

HSBC Asset Management Australia has appointed a new head of Australian equities, Robert Hook, four months after the departure of previous equity head and chief investment...

Financial planning

08 Sep

FICS continues consumer focused conciliation push

The Financial Services Complaints Tribunal (FICS) is continuing to streamline its complaint processes towards more conciliation orientated outcomes, six months into the i...