Kate Kachor

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News by this author

Financial planning

17 Jan

UBS Asset Management (UBSAM) has started the new year on a positive note after research house Assirt handed the group a solid overall rating and awarded its Australian eq...

Financial planning

15 Jan

Stars shine on Investors Mutual

It is the news Investors Mutual (IML) has eagerly awaited since its very public split from Investor Web last August: Assirt has given the group the thumbs up....

Financial planning

13 Dec

Challenger signs distribution deal with CSFB

Challenger International has secured a distribution alliance deal with Credit Suisse First Boston (CSFB), moving the group a step closer to its goal of entering the priva...

Financial planning

11 Dec

Colonial boosts commissions

Colonial First State Investments will next week boost its adviser commissions on entry fees for retail funds by a further 20 per cent, giving advisers the full 100 per ce...

Financial planning

07 Dec

FPA clarifies position on DFP training

The Financial Planning Association (FPA) will continue to allow training providers to apply for exemptions in regards to Diploma of Financial Planning (DFP) equivalent co...

People & Products

06 Dec

Invesco refocuses as Mann heads out

In the second major shake-up to hit the marketing division within Invesco Asset Management, former head of strategic marketing, John Mann, has been made redundant after l...

Financial planning

06 Dec

Sowing the seeds of planning success

When Lawrie O’Neill was just 15 years old his dream of following in his father’s footsteps as a farmer took an unexpected turn....

Financial planning

06 Dec

Saxby Bridge to battle ASIC

Saxby Bridge Financial Planning will next year appeal the decision made by the Australian Securities and Investments Commissions (ASIC) to revoke its securities dealer li...

Financial planning

06 Dec

Calls for further investigation as Harts’ groups sold

The liquidators of Harts Australia have called for further investigations into the group following news it may have continued trading well after the group was deemed inso...

Financial planning

04 Dec

AM Corp joins ethical fund circle

AM Corporation has formally launched a multi-manager ethical and socially responsible investment vehicle giving investors access to four of the industry’s top ethical man...