Kate Kachor

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More than 7,000 public service retirees have raised their hand for access to fee-for service advice under the Victorian Government’s superannuation initiative....

Former Saxby Bridge adviser Kevin William Fenwick has been banned for two years from giving investment advice by the Australian Securities and Investments Commission (ASI...

Credit Suisse Asset Management (Australia) chief investment officer Tim Ryan has resigned, citing personal reasons for his sudden departure....

The creation of a new accountant based dealer group mid last year resulted in a whirl of publicity as some big names struck out on their own. Kate Kachor looks at their p...

The search to find a replacement for former head of Perpetual Private Clients Wayne Wilson has ended, with Andrew McKee stepping into the role....

Fund managers have woken up to the benefits of the Internet and are finally building up traffic to their Web sites. ...

BT Funds Management may have fallen by the wayside in the Australia equity stakes last year, but the group has continued to bring in large chunks of retail funds. ...

As the shaky dot.coms and booming biotech stocks of last year become just a painful memory investors are questioning the best method to invest in equities. Kate Kachor co...

The penny has finally dropped. Financial planning groups have embraced large scale superannuation and are fighting fiercely for a piece of the rapidly growing market....

Self managed superannuation funds (SMSF) are likely to overtake corporate funds in terms of amount under management in the next 18 months, according to Connelly Temple Te...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 1 hour ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago