Lachlan Gilbert

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Financial planning

25 August 2002

MLC expands international manager line-up

MLC has appointed two new managers to its global share strategy in Bernstein Investment Research and ABN Amro Asset Management, after deciding to broaden the differentiat...

Financial planning

22 August 2002

JBWere culture limits Morningstar rating

Morningstar has released a review of JBWere’s business and management strengths, and has rated the company with a three out of five, but says it could have been a stronge...

Financial planning

21 August 2002

APRA devises rating system for risky business

The Australian Prudential Regulation Authority (APRA) will use a new system to assess the more than 3000 financial institutions on its radar screens for regulation....

Financial planning

20 August 2002

Stockford takes news feed from Deutsche

Accounting consolidator Stockford has invested in an online tool which will provide advisers using its master trust Web site with the latest news and information as sourc...

Financial planning

18 August 2002

Melbourne planner banned for life

A Melbourne financial planner has been banned from acting as a representative of a securities dealer or investment adviser for life....

Financial planning

14 August 2002

ASIC moves on Sydney mortgage schemes

Forrest Knoll Nominees’ managed investment scheme has had a receiver appointed to it by the Australian Securities and Investments Commission (ASIC) after the corporate wa...

Financial planning

13 August 2002

Count bounces back in second half

Count Financial has recorded an after-tax profit of $4.72 million for the end of the 2002 financial year, which is an increase of 17 per cent above their profits for the ...

Financial planning

12 August 2002

Bridges buys into WA dealer group

Bridges Financial Services Group has struck a deal with the Police & Nurses Credit Society to share in Perth-based dealer group IGP Financial Services....

Financial planning

11 August 2002

Snowball wins over super fund

Financial services firm Snowball has won a mandate to administer a $30 million superannuation fund of a fabric and textiles business of more than 700 employees....