Kate Kachor

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Financial planning

03 Aug

BT Funds Management’s corporate superannuation master trust business has al-most doubled funds under management over the past year, with $700 million under management at ...

Financial planning

02 Aug

Planners lead the Internet charge

Only one in 50 financial planners does not use the Internet for their business, ac-cording to a recent survey....

Financial planning

31 Jul

Former Colonial adviser banned for life

Former Colonial financial planner William Richard Berghouse has been given a lifetime ban from acting as a representative of a securities dealer or investment ad-viser fr...

Funds management

31 Jul

BT on fund management surge

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Financial planning

26 Jul

Tower purchases IOOF for undisclosed amount

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Financial planning

20 Jul

The end of life as we all know it?

The future of Australia’s life insurance industry may be in serious doubt, following a dark skies forecast from former AMP Financial Services managing director Ray Greens...

Financial planning

20 Jul

FlexiPlan grows funds under management

Australian discretionary master trust FlexiPlan has recorded $3 billion for its funds under management, representing an 80 per cent increase in funds under admini-stratio...

Financial planning

20 Jul

Weston to retire

High profile financial planning identity Max Weston has given up his post as head of KPMG Financial services for semi-retirement....

Financial planning

20 Jul

Plum moves into corporate super express lane

In January this year, Plum Financial Services blew out the candles on its second birthday cake. The group, a joint venture between MLC and Vanguard, formed with the spec...

Financial planning

19 Jul

Search is on for FPA chief

A high level committee has been set up to fill the top job at the Financial Planning Association (FPA) in the wake of the departure of chief executive Mi-chael McKenna....