Lachlan Gilbert

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Financial planning

10 Sep

Invesco imports new CFO from London

Invesco Australia today appointed Aaron Finlay to the role of chief financial officer, a week after chief executive Michael Parsons made way for incoming chief Mark Armou...

Financial planning

09 Sep

First State opens FirstChoice to corporate super market

Colonial First State has added a new corporate superannuation component to its recently launched FirstChoice master trust platform, providing members of corporate super p...

Financial planning

06 Sep

APRA sacks super trustee

The Austrailan Prudential Regulation Authority (APRA) has replaced the trustee of a small superannuation fund based in Victoria after discovering the fund directors were ...

Financial planning

05 Sep

Advance hires fledgling small cap manager

Advance Funds Management has launched a new small caps fund and taken on specialist manager Jenkins Investment Management as its portfolio manager....

Financial planning

04 Sep

R&SA takes on Wealthpoint software

Wealthpoint’s flagship stand-alone financial planning software product, Assirt Desktop, has secured Royal & SunAlliance(R&SA) as a new institutional client....

Financial planning

03 Sep

R&SA releases online diversifying tool

Royal & SunAlliance Financial Services (R&SA) has launched an online portfolio blending tool that links funds of the same sectors or styles which do not share a common hi...

Financial planning

03 Sep

AXA has solid six months

AXA’s latest results for the six months to the end of June this year show a 5 per cent improvement on the corresponding period last year, with an after-tax profit of $130...

Financial planning

02 Sep

$13.7 billion wiped off managed fund market in June quarter

The managed funds market in Australia declined by $13.7 billion between the March and June quarters at the end of the 2002 financial year, according to a report by the Au...

Financial planning

30 Aug

ASFA brands APRA alarmist

The Association of Superannuation Funds of Australia’s (ASFA) chief executive Philippa Smith says the Australian Prudential Regulation Authority’s (APRA) claims recently ...

Financial planning

28 Aug

Investor Group mobilises in rural Victoria

Investor Group has staked out a new claim on regional Victoria, picking up two practices with plans to combine them with a third in the same region, which was acquired by...