Kate Kachor

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Financial planning

08 May

van Eyk and Mercer deal called off

The deal between van Eyk Research and William M Mercer is off....

Financial planning

08 May

Mercer bounces back with AMP contract

William M Mercer has bounced back from yesterday’s deal collapse with van Eyk Research, continuing its push into the retail financial services market by signing a consult...

Financial planning

06 May

Planners recognise need to add to life policies

Norwich Union Life has experienced an increase in demand from financial advisers and their clients to add critical illness reinstatement policies to their life products a...

Financial planning

03 May

Funds investors more likely to use planners

Sixty per cent of proactive investors who put their money into managed funds seek out the services of a financial planner, the, the Challenger/ASSIRT Proactive Investors...

Financial planning

02 May

Longevity and adviser networks come up trumps

A firm industry presence and successful network of financial planners has emerged as the standout features for the top three finalists in Money Management/Assirt’s FMOTY ...

Financial planning

02 May

New super association aiming to launch next year

In a bid to provide adequate education and professional standards for advisers specialising in the self managed superannuation (SMSF) industry, the Strategist Group manag...

Funds management

02 May

Macquarie to list its first US property fund

Macquarie Bank has struck a joint venture agreement with ProLogis, a North American commercial property company, to roll out its first listed US property trust on the Aus...

Financial planning

30 Apr

St George slashes Wealthpoint goodwill figures

St George Bank has cut the goodwill in its financial planning platform and research resources group, WealthPoint, by more than half, drop the figure from $135 million to ...

Financial planning

29 Apr

Oasis signs up fifth partnernship deal

Oasis Asset Management has finalised a deal with the Queensland based financial planning group, Financialline, marking the fifth such partnership agreement signed by Oasi...

Financial planning

29 Apr

The best and worst of practice management

Practice management can mean the difference between having an efficient or sloppy planning business. KATE KACHOR reports on what the industry considers the best and worst...