Kate Kachor

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Funds management

01 Mar

CBA and Colonial merge funds management…

The Commonwealth Bank (CBA) and Colonial First State have rolled their respective asset management divisions into one despite earlier assurances that such a move would no...

Financial planning

28 Feb

Invesco retains two star rating

Invesco Australia appears to have been given much needed breathing room by research group Morningstar despite recording only a two star ranking and weathering a tumultuou...

Financial planning

25 Feb

Macquarie restructures adviser services

Macquarie Financial Services has restructured its core adviser distribution team in an attempt to boost its level of service to independent financial advisers....

Financial planning

21 Feb

Union members to receive ethical planning

The Ethical Investment Company of Australia (EICA) has signed an agreement with ACTU Member Connect to provide ethical financial planning services to its union members....

Superannuation

15 Feb

NRMA shows retirement a ClearView

NRMA Financial Management plans to double its funds under management to $2.4 billion in the next two years with the help from the group’s retiree market push, ClearView R...

Financial planning

13 Feb

Terrain Australia makes acquisition debut

Listed financial services group, Terrain Securities Pty Ltd (TSPL), has signed a heads of agreement deal to merge with Mortimer and Chua (M&C), an Australian based stockb...

Financial planning

12 Feb

Macquarie wrap hits the $2 billion mark

Macquarie’s wrap service has hit the $2.7 billion mark three months ahead of time, after being in operation for only 27 months....

Financial planning

12 Feb

Assirt rewards Macquarie for strategy change

Assirt has singled out for praise the Australian equities capabilities of Macquarie Investment Management (MIM) in its most recent rating of the funds management group....

People & Products

07 Feb

Shepherd joins Challenger’s flock

Former Dicksons client adviser Mike Shepherd has joined financial services group Challenger International as non-executive chairman of its new retail broking arm, Challen...

Financial planning

05 Feb

Assirt gives three stars to Zurich funds

Zurich Financial Services (ZFS) new range of multi-manager products has received an less than sterling debut rating from Assirt, and despite some strengths has been award...