Lachlan Gilbert

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Financial planning

23 May

Zurich moves up to four Morningstars

Zurich has joined the four-star club for managers rated by Morningstar....

Financial planning

18 May

Club CFP surges worldwide

The International CFP Council’s push to have an army of 130,000 licensees worldwide by 2005 could be achieved earlier than expected, according to US CFP Council chair Pat...

Financial planning

18 May

Macquarie expands NZ analysis team

Macquarie has added three analysts to its New Zealand operations as part of a plan to boost coverage of stocks to 90 per cent of the New Zealand stock market....

Financial planning

18 May

ASIC dismisses mortgage fund manager

The Australian Securities and Investments Commission (ASIC) has removed Triscott Investments as responsible entity of the Australian Managed Mortgage Investment Fund....

Financial planning

17 May

Commonwealth increases market share

The Commonwealth only narrowly missed out from pipping National from the top of the table for total retail assets under management, the latest Assirt Market Share Report ...

Financial planning

17 May

AMP bucks downward trends

The message repeated throughout the AMP annual general meeting today was that while global economies are showing weaknesses, AMP’s outlook for 2001 was positive....

Funds management

16 May

Aussie equities hit back in April

Australian equities bounced back in April after being the big underperformers in March, the latest Ausbil Dexia research shows....

Financial planning

15 May

Investors down in the dumps

Investment sentiment has suffered its largest drop since a slump in October 1994 to February 1995....

Financial planning

15 May

Morningstar awards Rothschild extra star

Morningstar has upped its star rating of Rothschild funds from three to four....

Financial planning

14 May

AMP makes friends in Japan, India

AMP has flagged Japan and India as two ports of Asia where it will beef up its financial services presence through new partnerships with local players....