Lachlan Gilbert

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Financial planning

13 Dec

Mortgage scheme liquidated in Apple Isle

A Tasmanian solicitors’ mortgage scheme has been pulled up by the Australian Securities and Investments Commission (ASIC) which has appointed a liquidator to oversee the ...

Financial planning

12 Dec

NAB sells off HomeSide

National Australia Bank (NAB) has rid itself of its troubled American mortgage business, HomeSide, after offloading it to Washington Mutual Inc for $3.7 billion....

Financial planning

03 Dec

…while AMP consolidates forces

AMP has shored up its UK operations by launching a single marketing group to unify access to products from three of its UK brands: AMP Pearl, AMP London Life and AMP NPI....

Financial planning

27 Nov

Hunter Hall gets solid Assirt rating

Hunter Hall has been given at least one thumb up by Assirt which has judged the ethical boutique fund manager as “competent” overall, awarding four stars to Hunter Hall’s...

Financial planning

23 Nov

AM Corp joins $1 billion club

AM Corporation has broken through the $1 billion barrier for funds under administration in its corporate superannuation business with its recent win of the Optus staff su...

Financial planning

22 Nov

Retail funds fall

Morningstar’s quarterly report on the state of the managed funds industry shows that Australian retail fund assets fell over the three months of the September 2001 quarte...

Financial planning

15 Nov

Grove releases non-super wrap

Grove Financial Services has launched a new online wrap service targeted at non-superannuation institutional investors....

Accounting

12 Nov

Permanent eyes off small accounting firms

Permanent managing director Paul Lahiff has linked the acquisition of small accounting firm W&D Partners to its increased exposure to private clients, while hinting that ...

Financial planning

08 Nov

US planners get the nod

US financial planners could be in for an unexpected business uptake following the September 11 attacks as high net worth clients seek out professional advice in the wake ...

Financial planning

06 Nov

Challenger in talks with Merrill Lynch

Challenger International has confirmed media speculation this morning that it had indeed been in talks with Merrill Lynch about acquiring its private client division....