Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 51 - 60 of 132 results for "Professional Investment Services"

PIS names new risk manager

ELISE BURGESS  |  THURSDAY, 15 MAR 2012
Steve Quine will be Professional Investment Services' new manager for risk and professional standards, reporting directly to chief executive Pete Walther. Quine was most recently head of professional standards at Financial Services Partners for three ...

PIS contracts Zenith for product and research review

CLAIRE MCGREAL  |  MONDAY, 20 FEB 2012
Professional Investment Services has signed up Zenith Investment Partners to carry out an annual review of its approved product list and internal research process. Zenith will also take part in Professional Investment Services (PIS) investment committee ...

ASIC achieves settlement for Westpoint investors

CLAIRE MCGREAL  |  MONDAY, 5 DEC 2011
... companies. Successful claims were made against companies including KPMG, Masu Financial Management, Professional Investment Services and State Trustees Ltd.

Mid-sized licensees to disappear: CoreData

ELISE BURGESS  |  TUESDAY, 15 NOV 2011
... "You won't see the rise of another Count or PIS," said Grahame Evans, group managing director, Professional Investment Services (PIS). The paper also discussed the rise of scoped advice and the new types of advice services that are already gaining popularity ...

Niche and insto licensees to rule by 2020

ELISE BURGESS  |  TUESDAY, 25 OCT 2011
... "You won't see the rise of another Count or PIS," said Grahame Evans, group managing director, Professional Investment Services (PIS). Wayne Handley, general manager, Apogee Financial Planning, said a predicted radical decline in adviser numbers, from ...

PIS names new CEO

ELISE BURGESS  |  FRIDAY, 19 AUG 2011
Peter Walther has landed the top job at Professional Investment Services, starting on Monday as chief executive officer of the independently-owned financial advice business, three weeks after founder, Robbie Bennetts, moved into a part-time role. Professional ...

Lonsec research head exits for Morningstar

ELISE BURGESS  |  TUESDAY, 26 JUL 2011
... analysts. Lonsec currently provides research for the managed funds of AMP Financial Planning, Professional Investment Services, Count Wealth Accountants, Westpac Financial Services, Australian Financial Services, Genesys Wealth Advisers, Aon Hewitt Financial ...

Noall & Co head wins risk planning award

MATT WOODINGTON  |  TUESDAY, 21 JUN 2011
... The AFA's NSW/ACT state director Marc Bineham has won the Risk Adviser of the Year award from Professional Investment Services (PIS). Bineham, managing director of Noall & Co., was selected from PIS' network of over 1200 financial advisers and received ...

Millennium3 recruits PIS exec

ELISE BURGESS  |  TUESDAY, 15 MAR 2011
Financial advice dealer group, Millennium3, has named former Professional Investment Services (PIS) group manager of risk, Winton Aslin, as its new life risk executive director. In his new role, Aslin will be responsible for the growth of the life business ...

PIS appoints head of risk

MICHELLE BALTAZAR  |  MONDAY, 14 MAR 2011
Professional Investment Services (PIS) has appointed Mark Stubbings in the newly-created role, Head of Risk. In the new role, Stubbings will be responsible for risk advice across the group, the strategic direction of risk product development and managing ...