Kate Kachor

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Superannuation

26 March 2002

Macquarie rolls out geared super investment

Macquarie has become the second Australian fund manager to include a geared option in an investment vehicle, following the roll out yesterday of its new superannuation in...

Financial planning

20 March 2002

Planners seek new vehicles in master trust drive

Dealer groups that launch their own master trusts are said to offer their planners even more choice. But, as KATE KACHOR reports, not everyone believes in their long-term...

Financial planning

20 March 2002

Loyalty called on to stop planner exodus

Dealer groups are finding that loyalty programs, clearly defined career paths and equity are key ways of retaining planners, reports KATE KACHOR....

Financial planning

20 March 2002

Oasis signs fourth partner in growth spurt

Oasis Asset Management is pushing further into the wrap and master trust outsourcing arena after signing its fourth partnership deal and making no secret about being in t...

Financial planning

18 March 2002

Assirt names Parrish as new research manager

In line with Assirt shifting its focus from a pure research based group to offering diversified research consultancy services, former NSP Buck investment consultant gener...

Financial planning

12 March 2002

Zurich rolls out risk management tools

Zurich Financial Services Australia has rolled out a set of risk management tools designed to help financial intermediaries meet new obligations under the Financial Servi...

Financial planning

7 March 2002

FPA fails to restrict ‘financial planner’ term

The Financial Planning Association (FPA) has failed in its attempt to include the term ‘financial planner’ in the list of restricted words and expressions in the Financia...

Financial planning

7 March 2002

Macquarie overhaul to shift stock brokers into planning

Macquarie Financial Services is in the middle of an extensive overhaul of its stock broking business that will see the group provide a full service broking division by la...

Funds management

4 March 2002

Eureka! New hedge fund directory

The Asian hedge fund industry has been given a huge boost and a taste of global exposure following the release of an Asian hedge fund directory by Eureka Hedge Advisors....