Lachlan Gilbert
News by this author
14 May
St George will not be scouting for asset management acquisitions in the near future, although it continues to look for opportunities....
11 May
AMP Henderson in New Zealand has had a hold notice slapped on its funds by newly relaunched FundSource, formerly research house Ipac Securities NZ....
10 May
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....
10 May
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....
09 May
Lonsdale Securities has moved into agribusiness research to provide information and reports for financial advisers....
07 May
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....
04 May
William M Mercer has badged the Asgard master trust for use by its 50 financial planners....
03 May
Sealcorp is about to add a share trading facility for financial planners to the Asgard master trust....
02 May
Morningstar has upgraded JB Were Investment Management’s star rating from three to four stars....
01 May
The Financial Services Reform Bill (FSRB) may have left the door open for managed funds to be sold legally over the telephone....
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Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...
1 week 4 days ago
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...
3 days 7 hours ago
ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...
4 days 11 hours ago
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...