Lachlan Gilbert

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Financial planning

10 May

Snowball raises $2 million for float

The Snowball Group has been requoted on the Australian Stock Exchange (ASX) after raising $2 million to fund the implementation of the group’s strategy, which includes in...

Financial planning

09 May

AMP signs on with InvestmentLink

Electronic transaction platform provider InvestmentLink has won over AMP Financial Planning and Hillross Financial Services to use its e-Portfolio service, which raises i...

Financial planning

06 May

Melbourne tax adviser banned for three years

A director of a taxation business in Melbourne has undertaken not to act as a representative of a securities dealer or investment adviser or hold a proper authority from ...

Financial planning

03 May

ING retains rating from Morningstar

ING has retained its overall four star fund manager rating from Morningstar despite being marked down in two of its sector strength ratings: Australian fixed interest and...

Financial planning

02 May

Westpac heads for double digit growth

Westpac has experienced a 10.2 per cent rise in half year net profit it said today and confirmed it had reached agreement to sell its consumer finance business AGC to GE ...

Financial planning

30 Apr

IWL planning software doubles user numbers

IWL has increased had an increase in the number of VisiPlan and LLink software licenses by almost 100 per cent over the past year, the company announced in a statement on...

Financial planning

26 Apr

InvestorWeb reserves view on Rothschild deal

Research house InvestorWeb has place notice stating that all Rothschild funds were ‘under review’ after the group’s recent announcement that it would merge its funds mana...

Financial planning

23 Apr

Strategy hires van Eyk as consultant

Van Eyk Research has won the mandate to become the investment and asset consultant to the Strategy Portfolio group’s new suite of investment portfolios, which form part o...

Financial planning

22 Apr

Retail super fees static but still more expensive

Fees in retail superannuation funds continue to be almost double that of other sectors of the superannuation industry despite remaining static since 1999, according to a ...

Financial planning

19 Apr

CSAM moves Asian funds to Sydney office

Credit Suisse Asset Management’s Asian (ex-Japan) funds management operations will move headquarters from London and New York to Sydney in a move by the group to take adv...