Kate Kachor

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Financial planning

25 September 2000

Advisers confident of transacting on the 'net

Nearly four out of five financial planners feel confident enough about using the Internet to perform online transactions for their clients, according to a Colonial First ...

Financial planning

24 September 2000

AMP signs on UK chief

The person in charge of Norwich’s acquisitions of Portfolio Partners and Paladin in Australia has taken up the top job at AMP’s UK finanical services operations....

Superannuation

20 September 2000

Advisers shy away from SMSFs

Financial planners are steering away from self managed super funds (SMSFs), due to a lack of confidence about advising on the sector, according to Strategist Group di-rec...

Superannuation

19 September 2000

Planners urged to give SMSFs a go

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Funds management

14 September 2000

Hand takes on Aust equities top job

Rod Hand is set to take over the reigns as head of Australian equities at National Asset Management (NAM), following the promotion of Stephen Hiscock...

Financial planning

13 September 2000

Advisers still play key role in educating clients

While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...

Financial planning

13 September 2000

FPA close to CEO choice

The Financial Planning Association (FPA) will announce a replacement for former FPA chief executive officer, Michael McKenna, in early October, according to FPA Chairman ...

Financial planning

13 September 2000

Exchange traded funds to hit local shores

Exchange-traded funds will soon hit the Australian market, following an agreement made yesterday between Australian Stock Exchange (ASX) and international invest-ment man...

Financial planning

13 September 2000

Court finds agent guilty

FORMER insurance and superannuation agent, Ivan Thomas Merlin of Ballarat, has been sentenced to six months imprisonment, after being charged with larceny and charges rel...

Financial planning

13 September 2000

Screen scrapers enrich services

MACQUARIE Bank has become one of the first local financial services providers to provide screen scraping facilities with the rollout of a Web site to customers....