Lachlan Gilbert

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Financial planning

11 Jul

Deutsche gets solid qual rating, despite integration issues

Research house Morningstar has released a qualitative report on Deutsche Asset Management which rates the fund manager with an overall score of four, which means it is in...

Financial planning

10 Jul

Sealcorp launches online plan generating tool

Sealcorp has added an online tool, ePlan, to its Advisernet financial planning software platform, allowing the software to automatically generate a financial plan on beha...

Financial planning

09 Jul

Saunders gets dual role at helm of Sealcorp and Assirt

Sealcorp’s director of investments and insurance, Caroline Saunders, has landed the job looking after Assirt’s funds research business in addition to her responsibilities...

Financial planning

08 Jul

ASIC continues hard line against solicitor schemes

The Australian Securities and Investments Commission (ASIC) has backed up its promise of taking a ‘hard line’ against solicitors’ mortgage schemes, appointing a liquidato...

Financial planning

05 Jul

Morningstar gives Barclays solid qual report

Barclays Global Investors Australia is the first cab off the rank for Morningstar’s new qualitative rating process, and was graded with an overall score of four, meaning ...

Financial planning

04 Jul

AMP confirms sensitivity to market fluctuations

AMP has today confirmed its sensitivity to the world’s investment markets after earlier this week announcing that it is expecting to face greater than anticipated losses ...

Financial planning

03 Jul

Challenger scores solidly from Assirt

Challenger’s Australian share and socially responsible investment (SRI) capabilities have been assessed as strong by research house Assirt in the latest review of the fun...

Financial planning

27 Jun

Court gives IOOF the OK to demutualise

The Victorian Supreme Court yesterday sanctioned the wishes of the 95 per cent of IOOF’s members who voted in favour of the group’s demutualisation....

Financial planning

26 Jun

Tower winds down lost member trust

The Tower group has announced that it will wind up the trust it set up to hold shares on behalf of members it could not track down following the group’s demutualisation a...

Financial planning

25 Jun

Local sharemarket outperforms internationals in May

The Australian share market grew by 0.85 per cent in May to vastly outperform its international counterparts, which lost more than five per cent in the same period, accor...