Kate Kachor

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Financial planning

6 December 2000

Charles Schwab has had its eye on Australia’s financial market place for the past two years, it was revealed yesterday....

Financial planning

5 December 2000

Financial advice differs for men and women

Male and female financial planners are perceived as two distinct groups by the Australian public, according to a National Australia bank (NAB) survey....

Funds management

3 December 2000

Lifeplan in talks with fund managers

Lifeplan Financial Group has begun discussions with two fund managers with a view to a merger or acquisition within the next few months. ...

Financial planning

30 November 2000

Arthur Andersen flexes new arm

Arthur Andersen has unveiled a new financial planning arm offering fee-for-service charging for clients....

Financial planning

23 November 2000

New look FPA to target compliance

The Financial Planning Association (FPA) will next month roll out an initiative to assist principal industry members in areas of compliance and professional standards....

People & Products

22 November 2000

Heraud joins the FPA board

Ian Heraud will replace Ray Griffin as principal member representative on the Financial Planning Association (FPA) board, when Griffin steps down as chairman next month....

Financial planning

22 November 2000

Macquarie forced to halt account aggregation

Australia’s first account aggregation or screen scraping service has hit a snag....

Financial planning

19 November 2000

AXA expands US planning operations

AXA has signed a deal with US-based accountants Grant Thornton to offer financial planning services to its business clients....

Financial planning

8 November 2000

Financial planners in demand

The financial planning industry has become one of Australia’s most sought after industries for employment, according to the latest Morgan & Banks job index....

Financial planning

8 November 2000

Rough times still ahead for US

The US economy is facing the prospect of a hard landing in the near future, according to State Street Global Advisors’ UK chief investment officer Alan Brown....