Lachlan Gilbert

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Accounting

23 Oct

Father and daughter accountants get jail

An accountant and his daughter were sentenced to jail by the County Court of Victoria after being found guilty of intending to permanently deprive their clients of more t...

Financial planning

23 Oct

Top job at Challenger split amid board reshuffle…

Challenger International has made changes to its board structure in the wake of criticism of its corporate governance practices with the roles of chair and managing direc...

Funds management

22 Oct

APRA bans director from super funds

The Australian Prudential Regulation Authority (APRA) has disqualified a former executive director of an insurance management group from acting as a trustee of any supera...

Financial planning

21 Oct

ABN Amro analysis impresses Assirt

ABN Amro’s systems of research and analysis give the fund manager an edge over many of its competitors, the Assirt research group has claimed....

Financial planning

18 Oct

Wealthpoint to be relaunched under new owners

Midstreet Technology, which bought the Wealthpoint platform from Sealcorp this week, will be revamping and relaunching the web-based technology platform....

Financial planning

16 Oct

Polson calls it a day with CBA

Peter Polson will be retiring from his post of head of the Commonwealth Bank’s investment and insurance sales division at the end of next week....

Financial planning

15 Oct

Mohl purges AMP executive line-up

The recently appointed head of AMP, Andrew Mohl has wasted no time in giving the company a shake-up by moving “quickly to reform” the giant life and financial services co...

Financial planning

15 Oct

Trust Company takes over from BFM as trustee

The Trust Company of Australia has been appointed as the approved trustee for superannuation vehicles previously administered by Beacon Funds Management (BFM), after BFM ...

Financial planning

13 Oct

BT’s Putnam decision gets tick from InvestorWeb

InvestorWeb has reacted to BT Funds Management’s decision to outsource its international equities management to Putnam by rating funds in this area with a buy recommendat...

Funds management

13 Oct

Macquarie rolls out retail private equity fund

Macquarie Investment Management has launched a private equity fund-of-funds targeting the retail investor who wishes to invest in the wholesale private equity market....