Craig Phillips

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Financial planning

25 May 2003

FPA launches disclosure campaign

The Financial Planning Association (FPA) today launched its Professional Partners initiative in a bid to raise public confidence levels in the industry, and has appointed...

Financial planning

14 May 2003

UBS yields Australian fixed interest award

UBS Global Asset Management has taken out the Money Management/Assirt Fund Manager of the Year award for the Australian fixed interest category beating out finalists IOOF...

Funds management

14 May 2003

UBS builds on property success

UBS Global Asset Management (GAM) has been awarded the top prize in the property category in the Money Management/Assirt Fund Manager of the Year Awards....

People & Products

14 May 2003

Ex-Invesco chief executive joins Deutsche

Deutsche Bank Australia has appointed former Invesco Australia chief executive officer Michael Parsons as managing director and head of its private wealth management busi...

Financial planning

14 May 2003

AMP reveals acquisition interest

AMP confirmed today that it has received preliminary proposals from other financial groups regarding a possible acquisition, chairman Peter Wilcox told investors at the g...

Financial planning

14 May 2003

New boss at ING

ING Australia has announced the departure of its chief executive officer John Wylie in the same week that ANZ Bank revealed its 49 per cent stake in the joint ING Group/A...

Financial planning

14 May 2003

BT expand retail offering and scores mixed rating

BT Funds Management will offer its nine Partner Funds to the retail market and allow investors to access investment managers previously only available through its wrap pl...

Financial planning

14 May 2003

Another ex-CNAL director banned

The Australian Prudential Regulation Authority (APRA) has disqualified another former Commercial Nominees of Australia Ltd (CNAL) director from acting as a responsible of...

Financial planning

14 May 2003

National signs on with IWL’s VisiPlan

National Wealth Management has confirmed industry speculation that it would strike a deal with IWL to incorporate the latter’s financial planning software package, VisiPl...

Financial planning

7 May 2003

Platform managers get their cut

Platforms may make financial planners’ lives easier, but Lisa Bowman asks whether they offer consumers value for money, and whether fee levels will change going forward....