Kate Kachor
News by this author
18 Jan
As 2001 rolls over on desk calendars issues concerning the financial planning fraternity begin to surface. Kate Kachor looks at the big issues facing planners this year....
18 Jan
BT Funds Management has suffered a ratings downgrade due to the recent departure of chief investment officer Andre Morony....
17 Jan
The Victorian Government’s bid to offer financial planning advice to public sector retirees has been inundated with more than 80 firms battling for part of the tender. ...
15 Jan
The Australian Securities and Investments Commission (ASIC) has placed a four-year ban on former Ord Minett Jardine Fleming Futures director and futures adviser Christoph...
12 Jan
The County Investment Management brand will cease to exist next month when it officially becomes an integrated part of Invesco Asset Management....
11 Jan
Deutsche Asset Management has rolled out a series of mezzanine products targeted at financial advisers....
21 Dec
Mercantile Mutual’s parent company, ING has officially launched a new dealer group under the umbrella of ING Financial Planning....
20 Dec
Former Armidale-based insurance broker, John Murray Murnane has pleaded guilty to charges of theft, being an unregistered insurance broker and operating a business while ...
15 Dec
The Victorian Government will offer a tender to financial planning groups to provide fee for service advice for more than 100,000 public sector retirees....
14 Dec
The Australian Consumer and Competition Commission (ACCC) has put its weight behind the Financial Planning Association's (FPA) national compliance program. ...
Analysis by this author
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BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....
1 week ago
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....
3 weeks ago
ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....
2 weeks 5 days ago
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...