Kate Kachor

's social profiles:

News by this author

Financial planning

20 Jun

It is no secret that master funds and other forms of reporting technology require constant up keep. And, it seems a never ending string of payments....

Financial planning

20 Jun

Salaries vs the bottom line

INSTEAD of focusing on financial planning salary levels and their worth, Sydney-based management consultancy group Strategic Consulting and Training (SCAT), has looked at...

Financial planning

20 Jun

Forget the arches, look for the red W

Westpac is a bank, right? A place where people take their money, leave it there, and then watch as it slowly disappears due to personal withdrawals and of course fees. Ri...

Financial planning

20 Jun

ProQuest rolls out risk profiling in the US

Web-based risk profiler ProQuest has rolled out its risk profiling system in the United States (US) and claims it is already dealing with a steady stream of interest from...

Financial planning

20 Jun

ATO crack down on super trustees

Australian self managed superannuation fund (SMSF) trustees who have fail to lodge regulatory returns for two or more years could face possible fund closures or legal act...

Financial planning

20 Jun

Fund processing providers questioned

Colonial First State has questioned the need for a straight through processing service to hit the market, claiming such an offering at this stage would be a case of too l...

Financial planning

19 Jun

ATO hands down product ruling to Macquarie

The Australian Tax Office has handed down its first ever product ruling to the Macquarie banking group for its Macquarie Instalments IMC series, confirming the group’s de...

Financial planning

14 Jun

IOOF continue in distribution drive

IOOF Funds Management has signed a strategic alliance with an Australian dealer group and rolled out its own back office support network, showing further signs the group ...

People & Products

12 Jun

ASIC appoints liquidator to solicitors mortgage schemes

The Australian Securities and Investments Commission (ASIC) has continued its crackdown on dishonest investment schemes, after successfully lodging wind up orders with th...

Financial planning

07 Jun

Assirt slams Merrill’s offshore capabilities

Merrill Lynch Investment Managers’ (MLIM) international performance has been slammed by Assirt, with the research house branding the group’s international shares and Glob...