Kate Kachor
News by this author
31 August 2000
Tower Australia has acquired a sizeable stake in financial services group, Financial Services Partners (FSP), in an effort to reposition its distribution for the arrival ...
30 August 2000
The proposed back-office alliance between Suncorp Metway and newly-listed NRMA Insurance Group has come to a halt, with the Suncorp choosing to look elsewhere....
30 August 2000
Lifespan Financial Planning has signed an agreement to use Sanford’s Virtual Broker internet service which provides a branded stockbroking service to clients....
30 August 2000
The Australian Securities and Investments Commission (ASIC) has commenced an enforceable undertaking action on Grosvenor Securities’ 40 advisers, following a surveillance...
30 August 2000
Newcastle-based Financial Security Group has unveiled a plan to expand the group nationally after the opening of its first Sydney office, proving itself as a contender in...
30 August 2000
Zurich Financial Services has added an interactive e-mail component to its web site but has stated it will not use the service to provide advice or sell products....
30 August 2000
It doesn’t happen often, but it does happen. Kate Kachor outlines what to do when your client makes a complaint....
30 August 2000
As women move out of the kitchen and into the boardroom, they’re becoming increasingly savvy about investment. Kate Kachor asked four industry gurus if women need specia...
29 August 2000
Macquarie Bank have joined the growing list of online service providers adding man-aged funds to its product list, and is in talks to provide online advice....
Analysis by this author
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Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....
2 weeks 5 days ago
A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...
4 days 8 hours ago
Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....
3 days 11 hours ago
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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...