Kate Kachor

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News by this author

Financial planning

08 Jun

International News - Evensky confronts challenges of independents

The US financial planning outfit owned by two keynote speakers at last year’s FPA con-ference, Harold Evensky and Deena Katz, has slated a nationwide expansion to confron...

Financial planning

08 Jun

National streets ahead

The final movement of funds from the Queensland Investment Corporation (QIC) has jettisoned the National to the top of the master custodian tables ahead of State Street....

Financial planning

08 Jun

Industry set to face massive change

Australia’s private banking industry is on the verge of massive change as new competitors and technology invade traditional territory....

Financial planning

08 Jun

Wholesale manager role outlined

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Financial planning

08 Jun

Perpetual restructures

Perpetual’s private client division has split its financial planning operations into two separate planning tiers as a part of a restructure of the business....

Financial planning

08 Jun

Ethical index first

Switzerland-based fund manager SAM Group has produced the world’s first index for ethical investments....

Financial planning

08 Jun

New trends emerging

The structure of private banking groups, the new wealth and the relationships with clients have emerged as the headline issue of the recent AiC Private Banking con-ferenc...