Lachlan Gilbert

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Financial planning

18 February 2002

Australia Fund put on hold

The Australian Securities and Investments Commission (ASIC) has wound up the Financial Options Group Inc and the Australian Fund and has prohibited its directors from lea...

Financial planning

17 February 2002

IMB purchases stake in planning practice

IMB Financial Planning (IMB FP), the joint venture between Ipac and IMB Limited, has expanded its presence in the planning industry with the acquisition of a majority sta...

Financial planning

14 February 2002

FPA calls for inquiry into savings

The Financial Planning Association (FPA) has renewed its calls for a public inquiry into the issue of Australians’ poor savings record, in the wake of Democrat Senator Al...

Financial planning

14 February 2002

ASIC suspends plantation scheme

The crackdown on managed investment schemes has continued with the Australian Securities and Investments Commission (ASIC) suspending the securities dealers licence of Pl...

Financial planning

13 February 2002

Advance shifts focus to consumers

Advance Funds Management is about to launch an advertising campaign pitched directly at consumer rather than exclusively to financial advisers....

Financial planning

12 February 2002

Survey claims service levels lagging

Financial planners are unhappy with the service they receive from financial service providers, notably in areas of staff helpfulness and underwriting new business, a rece...

Funds management

11 February 2002

ING releases private equity fund

ING Investment Management has made a pooled private equity fund available to sophisticated investors, a product until now reserved for institutional clients....

Financial planning

10 February 2002

Ascalon adds two managers to list

Ascalon Capital Managers, St George’s funds management incubator, has expanded its list of managers announcing the addition of a further two emerging managers to its pool...

Financial planning

7 February 2002

AMP considers spinning off Cogent

AMP is considering a make-over or even a sale for its investment administration business, Cogent....

Financial planning

6 February 2002

Changing of the guard at Garrisons

Garrisons founder John Sikkema will be vacating the managing director position of the Challenger-owned group and will move to executive chairman, which will herald in Kim...