Craig Phillips

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Financial planning

05 Sep

Nunn shuffles distribution roles at Colonial

Colonial First State general manager distribution Richard Nunn has moved swiftly to “remove any overlapping of responsibility and accountability” within the group’s distr...

Financial planning

05 Sep

Navigator adds STP for adviser transactions

The Norwich Union owned Navigator platform is set to incorporate straight through processing (STP) throughout its operations, to the benefit of the 3,500 financial advise...

People & Products

03 Sep

Macquarie appoints new international head

Macquarie Funds Management has made an internal appointment to fill the gap left by former international division head, Ben Bruck, who became head of the group following ...

Financial planning

03 Sep

ASIC releases SRI disclosure guidelines

The Australian Securities and Investment Commission (ASIC) today released its anticipated draft guidelines in relation to the product disclosure statements (PDSs) of soci...

Financial planning

02 Sep

AMP moves fast with dealer group wrap offerings

AMP Australian Financial Services yesterday rolled out Asgard eWraps to three of its four aligned dealer groups within two months of the groups striking a deal....

Financial planning

02 Sep

Can planners be everything to everybody?

Some financial planners are moving into risk insurance, an area historically occupied by life agents. Craig Phillips looks at some of the drawbacks of such a move....

Financial planning

01 Sep

ING expands service focus to third party advisers

ING is setting its sights on the independent third-party planning market, with plans to grow its business beyond its aligned dealer groups, through the launch of a back o...

Financial planning

01 Sep

Managers fail to meet compliance deadline

Less than half of the 60 Australian-based fund managers requested to submit information to the New Zealand Securities Commission – relating to possible breaches in filing...

Financial planning

01 Sep

AIOFP goes it alone in PI cover search

The Association of Independently Owned Financial Planners (AIOFP) is distancing itself from the broader financial planning industry in terms of underwriting risk as it em...

Financial planning

29 Aug

Technology proves fertile ground for new players

The weak activity within general technology markets is not being reflected in the provision of financial planning software, with a number of new firms entering the fray. ...