Kate Kachor

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Financial planning

11 Sep

IntegraTec buys Paraplanning Professionals

Paraplanning Professionals has been purchased by Tribeca, the parent of financial planning training group IntegraTec, for more than $2 million in cash and shares, as part...

Financial planning

07 Sep

InvestorWeb plans buy-back program

Online financial services group InvestorWeb will purchase up to 10 per cent of its own company shares as part of a buy-back program approved by its board yesterday....

Financial planning

06 Sep

Change of the guard at HSBC

HSBC Asset Management Australia has undergone a change of the guard with Paul Kasian moving into the chief investment officer (CIO) position, following the resignation of...

Financial planning

06 Sep

Consolidators feel the heat

Two of Australia’s financial services consolidators are buckling under investor pressure to explain company forecasts, following the loss of millions of dollars which hav...

Financial planning

05 Sep

Managed investment fees drop

Fees for retail managed investment products dropped by six per cent in the five year period from 1996 to 2000, a report released by the Investment and Financial Services ...

Financial planning

05 Sep

Direct equity groups feel market downturn

E*Trade has been one provider heavily slugged by the drop in online investing after droves of investors burnt by last year’s tech wreck have shunned the online investment...

Funds management

24 Aug

Macquarie sparks ETF innovation

Macquarie Bank has rolled out Australia’s first instalment warrants over a listed Exchange Traded Fund (ETF)....

Financial planning

24 Aug

Paradice pushes into big cap market

Boutique small cap equity manager Paradice Cooper Investors (PCI) has poached two investment managers from rival investment groups as part of its plan to push into the la...

Financial planning

24 Aug

FSRB introduction date in doubt

The introduction date of the Financial Services Reform Bill (FSRB) could be rescheduled despite successfully passing through the Senate yesterday after some last minute p...

Financial planning

21 Aug

JB Were a victim of success

JB Were Investment Management has been a victim of its own success, electing to close its small caps fund to retail and wholesale investors to protect its returns....