Lachlan Gilbert

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Financial planning

10 Oct

Russell foreshadows super admin shakeout

The managing director of Frank Russell Australasia, Alan Schoenheimer has predicted a shakeout in the superannuation administration sector at the same time as announcing ...

Financial planning

10 Oct

Life market suffers reduced inflows

Life insurance premium inflows declined in the 12 months to the end of June despite surges in the group superannuation investment and risk markets, according to figures r...

Financial planning

08 Oct

Coles outsources super to Mercer

Coles Myer has decided to outsource its 14,700 member superannuation fund to the Mercer Superannuation Trust, while incumbent investment adviser InTech Financial Services...

Financial planning

04 Oct

AMP revamps exec share option plan

AMP says that it has replaced share options for its executives with a new ‘Performance Rights’ program which delivers a pre-determined number of AMP shares in three years...

Financial planning

03 Oct

Macquarie gets Asian brokerage firm on side

Macquarie Equities has signed a co-operation agreement with Asian brokerage firm CLSA Emerging Markets which aims to provide global clients with financial services in the...

Financial planning

02 Oct

CPAs to take pathways to planning

CPA Australia is clearing the way for its members to go down the path to financial planning in releasing a CD-Rom designed to give accountants a leg-up into the advice in...

Financial planning

02 Oct

Investors stick with planners: study

Financial planners have more influence over investors than lawyers or bankers when making investment decisions, an Assirt survey of investors has found....

Accounting

01 Oct

Qld accountants forced to surrender passports

Two directors of an accounting practice who were managing an unregistered managed investment scheme will face the Supreme Court of Queensland after the Australian Securit...

Financial planning

27 Sep

AM considers changing ownership structure

AM Corporation has brought in a consulting firm to help it decide on its next strategic direction which could include putting itself on the market for a suitable buyer....

Financial planning

26 Sep

Lifestyle group MD faces sentencing

Two people associated with the failed Lifestyle property group in Melbourne will know their punishment later this month after being ordered to appear for sentencing in th...