Kate Kachor

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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....

Financial planning

16 Aug

Upheaval continues at Deakin

Former Tyndall Australia managing director Rod Hunwick has taken over the reigns as chairman and executive director of Deakin Financial Services, following the resignatio...

Financial planning

13 Aug

Invesco closes County cash trust

County Investment Management has been forced to close its Enhanced Cash Trust (ECT), after suffering liquidity problems about a year ago....

Financial planning

03 Aug

MLC adds portfolio system to MasterKey

MLC has extended its MasterKey investment platform to offer a complete portfolio management system to independent financial advisers....

Financial planning

01 Aug

BT undergoes staff changes

BT Funds Management has continued the staff changes with the new head of international equities Paul Durham changing the structure of his role, dividing it into three sep...

Financial planning

31 Jul

Investor Group restructures management

Financial planning and accountant consolidator Investor Group has undergone a restructure of its operations resulting in the resignation of three directors and the appoin...

Financial planning

30 Jul

Associated Planners on acquisition trail

Associated Planners are on the hunt for small to medium size acquisitions, following Zurich's purchase of a 30 per cent stake in the group....

Financial planning

30 Jul

Mortgage schemes hit again

The reputation of mortgage schemes and their promoters have taken another hit with a Melbourne businessman being sentenced to five years jail on four charges relating to ...