Kate Kachor

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Financial planning

15 November 2001

Retail industry inflows drop after tough quarter

Australia’s funds management industry is shrinking, with the total assets under management dropping by almost 6 per cent since June 30, according to the latest Assirt rep...

Superannuation

8 November 2001

Superannuation review must be on the cards

It is with anticipation and some trepidation that the financial services industry greets the upcoming election as both parties have pushed superannuation onto the electio...

Financial planning

6 November 2001

SRI fund comes unstuck

Socially responsible investments group Sage Global Fund and its major shareholder, online trading group Australian Investors Forum, have had an interim receiver appointed...

Financial planning

1 November 2001

JBWere targets retail investors

JBWere Investment Management has rolled out an Australian Equities Fund targeting retail investors with as little as $5000 to invest....

Financial planning

31 October 2001

Saxby Bridge loses dealer licence

Saxby Bridge Financial Planning has had its securities dealer license stripped and one of its investment advisers banned for five years following the latest crackdown on ...

Financial planning

25 October 2001

ProQuest embarks on expansion

Risk profiling group ProQuest is close to signing deals with four financial services groups in moves that will expand its Australian presence as well as launching its bra...

Financial planning

24 October 2001

ProQuest embarks on expansion

Risk profiling group ProQuest is close to signing deals with four financial services groups in moves that will expand its Australian presence as well as launching its bra...

Financial planning

24 October 2001

Outsourcing the financial planner

It is a pretty unusual occurrence to find a financial planner with nothing to do. It seems these days that if a planner does not have towering piles of paper work precari...

People & Products

24 October 2001

APRA appoints new super trustee for Harts

The Australian Prudential Regulation Authority (APRA) has striped Harts Staff Superannuation as the corporate trustee of the Harts Australia Staff Superannuation Fund, ap...

Financial planning

24 October 2001

Liquidator sells off pieces of broken Hart

The chance of a recovery for embattled financial services group Harts Australasia seems almost impossible, as parts of the group were offered up for sale by its provision...