Lachlan Gilbert

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Financial planning

06 Feb

Portfolio Partners trust storms ahead

Portfolio Partners’ High Growth Shares Trust has cracked $100 million with average returns of more than 20 per cent over a five year period....

Funds management

06 Feb

State Street releases new ETF

State Street Global Advisors (SSgA) has launched what it calls Australia’s first exchange traded fund (ETF) which will be managed against the listed property trust index....

Financial planning

05 Feb

Tower enhances credit union alliance

Tower has created Tower CU Alliance (TOCUA), a new business to channel its wealth creation products into the more than three million strong member base of Australian cred...

People & Products

01 Feb

Resnik joins Abacus in recruiting venture

Paul Resnik Consulting Group (PCRG) and Abacus Leading Solutions have launched a joint venture in recruitment for the wealth management area of the financial services ind...

Financial planning

31 Jan

Offshore markets the tip for 2002

A meeting of the minds facilitated by Morningstar recently concluded that international sharemarkets offer the best growth opportunities for Australian investors in the n...

Funds management

24 Jan

AMP listed property put on hold

Research house van Eyk has put a hold on AMP’s listed property trust capabilities in the wake of a reshuffle of staff in the funds management giant’s listed property team...

Financial planning

23 Jan

Party’s over for LPTs

The popularity Listed Property Trusts (LPTs) enjoyed last year as a haven against troubled markets is set to diminish over the current year, says funds management group A...

Financial planning

18 Jan

Norwich lays claim to best master trust

Norwich Union claims it has the best master trusts in the Australian market, after a survey by Business Owner Research found that 17 per cent of dealer groups voted Norwi...

Financial planning

16 Jan

HSBC opens trail to advisers

HSBC has enhanced its SuperOptions superannuation and allocated pension product range by introducing new trail commissions in what it says is a drive “to attract and reta...

Financial planning

14 Dec

Mortgage schemes wound up in the West

Thirty mortgage investment schemes managed by former Western Australian (WA) finance broker Knightsbridge Finance will be wound up under orders from the Supreme Court of ...