Kate Kachor

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Financial planning

31 Jul

That’s not a complaint…this is a complaint

For those Australian investors who have prided themselves on complaining about anything and everything for much of their lives, here’s a spanner for your works....

Accounting

26 Jul

Premium Accounting Group set to rise as more groups sign on

Premium Accounting Group has boosted its member firm numbers to 19, following the signing of two new firms....

Financial planning

24 Jul

Absolute Capital to list alternative investments

Alternative investment group Absolute Capital plans to list three alternative investment products on the Australian Stock Exchange (ASX) that target the Australian and Ne...

Financial planning

23 Jul

Estate planning forges love triangle

While the honeymoon is over between financial planners and accountants, the issue of estate planning has forced the two back together, throwing in solicitors for good mea...

Financial planning

23 Jul

Sagitta to replace Rothschild name

The wealth management group formed by Westpac’s acquisition of Rothshild Australia Asset Management (RAAM) will be known as Sagitta Wealth Management Limited....

Financial planning

22 Jul

SRIs still some way away from nirvana

While SRIs have been an attractive option for many investors, the honeymoon may well be over. KATE KACHOR reports on what effect the current insurance crisis and the publ...

Financial planning

22 Jul

Regional versus sector: which is better?

In an industry that has adopted ‘diversity’ as its mantra, KATE KACHOR found it wasn’t hard to find differing opinions when asking industry experts to pick sides in the r...

Financial planning

22 Jul

Education remains top priority in FSR move

As KATE KACHOR reports, planners are hitting the books like never before as they strive to become FSR compliant....

Financial planning

22 Jul

War of words over university SRI research

A war of words has erupted within the financial services industry, pegging both fund managers and research house analysts together, over a controversial Australian univer...

Financial planning

22 Jul

Wattle adviser found guilty

A Sydney based financial adviser has been sentenced to 300 hours community service and been handed a 12-month, $1000 good behaviour bond, after being found guilty of acti...