Craig Phillips

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People & Products

31 July 2003

InTech appoints full-time chief executive

InTech Financial Services has appointed Deutsche Asset Management Asia Pacific regional chief operating officer Michael Monaghan as chief executive officer, after a three...

Financial planning

31 July 2003

Mercer launches advice alternative

Mercer Human Resource Consulting today launched Mercer Wealth Solutions to provide super fund members with financial advice and information on savings, lifestyle, debt ma...

Financial planning

30 July 2003

ASIC to clear industry fee fog

The Australian Securities and Investment Commission (ASIC) will call for a standardised fee disclosure template for financial products and services on Tuesday when it rel...

Financial planning

28 July 2003

CBA to add 200 planners by end of 2004

The Commonwealth Bank of Australia (CBA) is aiming to increase its financial planner numbers by 200 over the next 18 months and reduce the number of products offered by t...

Financial planning

27 July 2003

ASIC charges Wattle scheme administrator

The Australian Securities and Investments Commission (ASIC) has charged another executive in relation to the failed multi-level investment scheme, the Wattle Group, that ...

Financial planning

27 July 2003

UBS and Larum to go international

UBS Global Asset Management will aim to increase its international equities funds under management following yesterday’s announcement that Colin Woods will now head up it...

Funds management

24 July 2003

All change for NAB Wealth Management

National Australia Bank's wealth management division, which includes MLC, has completed a major shake-up of its senior executive ranks....

Financial planning

23 July 2003

Morningstar claims more funds needed at Perennial

Perennial Investment Management must increase its international equities funds under management (FUM) in order to remain viable over the long-term according to research h...

Financial planning

22 July 2003

S&P launch adds to industry rating congestion

International rating and investment data group Standard & Poor’s (S&P) today formally launched Australian Fund Management Ratings - a rating and research tool aimed at fi...

Financial planning

22 July 2003

Privacy Commission weighs into client ownership debate

The Federal Privacy Commissioner has released a draft ruling allowing departing dealer group advisers to take clients with them - an issue that appeared to contravene the...