Kate Kachor

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Financial planning

09 Nov

The Australian Stock Exchange (ASX) says it hopes to complete a merger agreement with the New Zealand Stock Exchange (NZSE) by the end of 2000. ...

Financial planning

09 Nov

Macquarie’s revolving door spins again

Christine Buckland has become the third head of Macquarie’s private banking business to depart this year....

Financial planning

09 Nov

County sale near completion

The sale of County Investment Management should be completed by the end of this month, according to chief executive Nick Birrell....

Financial planning

08 Nov

E*Trade moves to wholesale funds

E*Trade is to offer its US clients with $100,000 to invest access to private fund managers at a reduced fee, following the purchase of US-based PrivateAccounts.com....

Financial planning

07 Nov

Evenksy dumps Charles Schwab

The decade-long relationship between The Evensky Group and Charles Schwab has come to an end after the group dumped Schwab, choosing instead to sign its main rival Fideli...

Financial planning

03 Nov

Consumers look beyond online servcies.

Financial services executives and consumers have widely differing opinions on the importance of online finance services according to a report by Deloitte Consulting....

Financial planning

01 Nov

Planning industry remains popular for work

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

31 Oct

Fidelity makes push into online planning

Fidelity Investments has made further inroads into the provision of online financial ad-vice with the introduction of a series of services designed for financial advisers...

Financial planning

30 Oct

Sage extends closing date

Sage Global Fund has extended the closing date of its ethical investment fund, giving investors an extra two months to invest....

Financial planning

26 Oct

MLC move for Duncan

Deutsche Private Banking senior executive Paul Duncan has moved across to MLC Investment Management to take on the role of portfolio manager within its investment managem...