Kate Kachor

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Financial planning

23 Apr

Griffin elected chairman of international planning body

Former Financial Planning Association (FPA) chairman Ray Griffin has become the first non-American financial planner to be elected chairman of the International Certfied ...

Financial planning

19 Apr

Global planning industries sharpen up

Financial planning industries around the world are facing unique challenges. KATE KACHOR reports on how the Japanese, US and UK financial planning industries are respondi...

Financial planning

18 Apr

Count lends franchisee $900K for purchase

The head of the Count Financial group, Barry Lambert, has confirmed the group has lent close to $1 million to one of its largest franchisees in a bid to purchase another ...

Financial planning

11 Apr

Wattle scheme adviser faces court

A former Canberra financial planner linked to failed investment scheme, the Wattle Group, has pleading guilty to 13 charges of breaching sections of the Corporations Law,...

Financial planning

11 Apr

Legal firms could need planners by years end

Legal practitioners specialising in family law could be forced to include trained financial planners into their practices by the end of this year following amendments to ...

Financial planning

08 Apr

Garrisons forms Epic strategic partnership

In a bid to further boost its national financial planning presence, Garrisons has signed a strategic partnership with West Australian dealer group, Epic Asset Management....

Financial planning

03 Apr

International managers look for the positives

International equities have experienced a massive dive in positive fund performances. KATE KACHOR looks at the reasons for bad performances and how managers are repairing...

Financial planning

03 Apr

Challenger gets green light for UK market

The UK subsidiary of Australian financial services group Challenger International has been granted a licence by the UK’s Financial Services Authority (FSA) to bring its i...

Financial planning

02 Apr

Stockford names new managing director

Former AGC managing director John Malouf has joined financial services group Stockford as its managing director and chief executive officer....

Financial planning

28 Mar

Count badges BT multi-manager funds

Count Financial has further strengthened its ties with BT Funds Management by badging BT’s multi-manager range of funds under its Compound banner and recommending the ran...