Kate Kachor

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Financial planning

17 January 2001

As 2001 rolls over on desk calendars issues concerning the financial planning fraternity begin to surface. Kate Kachor looks at the big issues facing planners this year....

Financial planning

17 January 2001

Morony departure hurts BT rating

BT Funds Management has suffered a ratings downgrade due to the recent departure of chief investment officer Andre Morony....

Financial planning

16 January 2001

Planning firms in battle for tender

The Victorian Government’s bid to offer financial planning advice to public sector retirees has been inundated with more than 80 firms battling for part of the tender. ...

Financial planning

14 January 2001

Former Ord Minett adviser banned

The Australian Securities and Investments Commission (ASIC) has placed a four-year ban on former Ord Minett Jardine Fleming Futures director and futures adviser Christoph...

Financial planning

11 January 2001

County name to disappear

The County Investment Management brand will cease to exist next month when it officially becomes an integrated part of Invesco Asset Management....

Financial planning

10 January 2001

Deutsche launches adviser products

Deutsche Asset Management has rolled out a series of mezzanine products targeted at financial advisers....

Financial planning

20 December 2000

ING Financial Planning unveils new dealer group

Mercantile Mutual’s parent company, ING has officially launched a new dealer group under the umbrella of ING Financial Planning....

Life/Risk

19 December 2000

Insurance broker pleads guilty to theft

Former Armidale-based insurance broker, John Murray Murnane has pleaded guilty to charges of theft, being an unregistered insurance broker and operating a business while ...

Financial planning

14 December 2000

Victorian Government to outsource advice for employees

The Victorian Government will offer a tender to financial planning groups to provide fee for service advice for more than 100,000 public sector retirees....

Financial planning

13 December 2000

Watchdog gets behind compliance

The Australian Consumer and Competition Commission (ACCC) has put its weight behind the Financial Planning Association's (FPA) national compliance program. ...