Kate Kachor

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News by this author

Superannuation

15 Feb

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...

Financial planning

13 Feb

ASIC gets tough on complaints scheme requirement

More than 100 financial advisers are being chased by the Australian Securities and Investments Commission (ASIC) for failing to join a consumer complaints resolution sche...

Financial planning

08 Feb

UK and Canadian stocks online

Merrill Lynch and HSBC’s joint venture investment site is the first to offer investors access to the UK and Canadian stock markets....

Financial planning

01 Feb

Look for the evaluation warning signs.

The number of financial planning and accounting firms being bought and sold continues to grow, yet many practices fail to understand the process of valuation. Kate Kachor...

Financial planning

01 Feb

ASIC gets serious on conflict of interest

ASIC has signalled it is getting serious about financial planners who have a conflict of interest by charging and convicting a former National Australia Bank (NAB) financ...

Financial planning

30 Jan

AMP pulls out of UK talks

Leading Australian insurer, AMP has pulled out of talks to buy troubled European mutual life assurer Equitable Life....

Funds management

29 Jan

Watchdog unmasks phoney bonds scammer

A Central Coast businessman has become the first Australian to be charged with offences relating to giving phoney international bonds to investors, according to the Austr...

Financial planning

25 Jan

CFP Board to cut seats

Members of America’s Certified Financial Planning Board (CFP) may soon find themselves out in the cold, following the board’s decision to cut one-third of its current boa...

Financial planning

24 Jan

Snowball gets ready to roll

Snowball has recruited former St George executive Carl Scarcella as general manager of operations as it prepares to unleash its online financial services product on to th...

Financial planning

23 Jan

Practices up for sale online

The sale of a financial planning practice could soon be as simple as clicking a mouse button, following the unveiling of an internet site designed for the buying and sell...