Lachlan Gilbert
News by this author
13 May 2001
St George will not be scouting for asset management acquisitions in the near future, although it continues to look for opportunities....
10 May 2001
AMP Henderson in New Zealand has had a hold notice slapped on its funds by newly relaunched FundSource, formerly research house Ipac Securities NZ....
9 May 2001
Forrestry investment company ITC has confirmed it is negotiating a merger with Yates Ltd and expects to make an announcement shortly to advisers and investors....
9 May 2001
Forrestry investment company ITC has confirmed it is negotiating a merger with Yates Ltd and expects to make an announcement shortly to advisers and investors....
8 May 2001
Lonsdale Securities has moved into agribusiness research to provide information and reports for financial advisers....
6 May 2001
Permanent has launched a new fund, the Permanent Bond Fund which it has packaged with two existing funds in a suite called the Family of Funds....
3 May 2001
William M Mercer has badged the Asgard master trust for use by its 50 financial planners....
2 May 2001
Sealcorp is about to add a share trading facility for financial planners to the Asgard master trust....
1 May 2001
Morningstar has upgraded JB Were Investment Management’s star rating from three to four stars....
30 April 2001
The Financial Services Reform Bill (FSRB) may have left the door open for managed funds to be sold legally over the telephone....
Analysis by this author
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Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....
2 weeks 4 days ago
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
3 days 18 hours ago
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
2 days 21 hours ago
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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...