Kate Kachor

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News by this author

Financial planning

16 January 2002

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

14 January 2002

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

12 December 2001

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

10 December 2001

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

6 December 2001

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

5 December 2001

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

5 December 2001

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

5 December 2001

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

5 December 2001

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

3 December 2001

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...