Kate Kachor

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People & Products

29 Aug

Merrill appoints new equity sales director

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Financial planning

29 Aug

Colonial shuffles staff

The need to fill vacancies in its UK operations has lead to a staff shuffle at Colo-nial First State with distribution and communication general manager Rob Adams becomin...

Financial planning

28 Aug

Suncorp launches new online service

Suncorp Metway is set to launch a new service on its existing Internet broking site, which will make the group Queensland's biggest local online broking service....

Financial planning

24 Aug

Lifespan brokers deal 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

23 Aug

Hart makes its move

Australia's first listed accountancy and financial services group Harts Australasia has purchased leading trustee and portfolio management group Cardinal Financial Securi...

Financial planning

22 Aug

Survey finds ethics over performance

Some investors are more willing to consider a fund’s ethical focus with financial performance a lesser priority when it comes to investing outside the family home accordi...

Financial planning

21 Aug

SMF hits billion dollar mark

SMF Funds Management has grown to more than $1 billion funds under manage-ment during the last financial year, with the company estimating a 50 per cent in-crease on this...

Financial planning

18 Aug

Lend Lease unveils buyback scheme

Lend Lease will ask shareholders to vote today on a proposal to buy back 25 per cent of the company's issued capital within 12 months, using $1.8 billion of the proceeds ...

Superannuation

18 Aug

Zurich adds retirement planning to interactive menu

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. Superan...

Financial planning

17 Aug

Onward and upward in the new South Africa

Financial planning in South Africa has a history as long as financial planning in Australia – and despite the country’s political problems, business is booming. In the fo...