Lachlan Gilbert

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Financial planning

09 Feb

Tower Trust signs up with Sanford

Tower Trust has signed up for Sanford’s Virtual Broker product to service Tower’s new online superannuation and portfolio management platform....

Financial planning

09 Feb

Growth funds bounce back

Growth funds have reversed the trend of the past year and outperformed value stocks by 2.1 per cent in January, according to statistics compiled by Intech....

Superannuation

08 Feb

Retirees hit by rate cuts: FPA

While the announcement of rate cuts yesterday by the Reserve Bank of Australia was good news for home-owners, the Financial Planning Association (FPA) believes it is bad ...

Financial planning

07 Feb

New consolidator emerges

Yet another consolidator has emerged and will list on the Australian Stock Exchange in the next few weeks....

Financial planning

07 Feb

RBA makes the predicted 50 point cut

Most economists correctly forecasted that the RBA would reduce the cash rate by 50 points to 5.75 per cent today....

Financial planning

06 Feb

Boss and Plan for Life in joint venture

Boss Software International and Plan for Life have teamed up to form Planned Research, a joint venture company that will provide the financial services industry with info...

Financial planning

06 Feb

Halifax closes deal with Equitable…or does it?

UK financial services group Halifax has paid one billion pounds ($A2.68 billion) for troubled British insurer Equitable Life....

Financial planning

05 Feb

Watchdog liquidates WA investment groups

The Australian Securities and Investment Commission (ASIC) has moved on a case involving two investment companies channeling about $2.7 million of West Australian investo...

Financial planning

02 Feb

UBS Warburg launches high yield product

UBS Warburg has launched an investment product that it says has the potential to provide retail investors with returns of up to 15 per cent....

Funds management

30 Jan

Listed property enjoys brief surge

Listed property trusts (LPTs) performed strongly amongst asset classes at the end of last year, only to lose ground in mid January as concerns about a hard landing of the...