Kate Kachor

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News by this author

Financial planning

01 Sep

Tower Australia has acquired a sizeable stake in financial services group, Financial Services Partners (FSP), in an effort to reposition its distribution for the arrival ...

Financial planning

31 Aug

Suncorp looks past NRMA for alliance

The proposed back-office alliance between Suncorp Metway and newly-listed NRMA Insurance Group has come to a halt, with the Suncorp choosing to look elsewhere....

Financial planning

31 Aug

Tower buys stake to boost distribution

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Financial planning

31 Aug

Lifespan teams with Sanford

Lifespan Financial Planning has signed an agreement to use Sanford’s Virtual Broker internet service which provides a branded stockbroking service to clients....

Financial planning

31 Aug

ASIC moves in on Grosvenor complaints

The Australian Securities and Investments Commission (ASIC) has commenced an enforceable undertaking action on Grosvenor Securities’ 40 advisers, following a surveillance...

Financial planning

31 Aug

FinSec expansion

Newcastle-based Financial Security Group has unveiled a plan to expand the group nationally after the opening of its first Sydney office, proving itself as a contender in...

Financial planning

31 Aug

E-mail used to break the ice

Zurich Financial Services has added an interactive e-mail component to its web site but has stated it will not use the service to provide advice or sell products....

Financial planning

31 Aug

The Client – Not happy with the service

It doesn’t happen often, but it does happen. Kate Kachor outlines what to do when your client makes a complaint....

Financial planning

31 Aug

The Client – The changing form of female investors

As women move out of the kitchen and into the boardroom, they’re becoming increasingly savvy about investment. Kate Kachor asked four industry gurus if women need specia...

Financial planning

30 Aug

Macquarie adds funds online

Macquarie Bank have joined the growing list of online service providers adding man-aged funds to its product list, and is in talks to provide online advice....