Challenger beefs up

6 July 2000 | Challenger International has gone a recruitment spree, luring industry notables Jamie Kelly away from a 12 year career with Mercantile Mutual and Sharon Knightley from two years with Resnik’s ProQuest.

Letters

6 July 2000 | Greg Sullivan, the keynote presenter at the CFP Conference in Hobart suggested that putting process around what planners do well is a major imperative for planners (Money Management, July 8).

ProQuest signs deal

27 April 2000 | Mercantile Mutual has signed a deal with ProQuest to use ProQuest’s personal financial risk profiling system on the MercAdviser Web site.

Merc signs up ProQuest

14 April 2000 | Mercantile Mutual has signed a deal with ProQuest to use ProQuest’s personal financial risk profiling system on the MercAdviser Web site.

Risk Tolerance: negotiating the bends

28 October 1999 | Matching clients’ investments to their risk tolerance levels is increasingly becom-ing an important part of financial planning. Jason Spits explains why.

Championing clients’ needs

4 March 1999 | Industry consultant Paul Resnik has lambasted wrap service manufacturers for failing to listen to ultimate needs of the client.