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Showing 1001 - 1010 of 1224 results for "WALE"

Integrity hires former UBS exec

COMPANY RELEASE  |  MONDAY, 14 SEP 2009
Integrity Investment Management appointed former UBS Global Asset Management director, Aidan Kelleher as key account manager in its distribution team. Kelleher starts his role in a couple of weeks and previously worked as New South Wales regional manager ...

Lachlan teams up with Investstone

COMPANY RELEASE  |  MONDAY, 7 SEP 2009
Macquarie-backed Lachlan Partners has merged with boutique planning firm Investstone Wealth Management - ramping up the group's offering in Melbourne and establishing a presence in Brisbane for the first time. This follows Lachlan Partners' move into ...

Consultum adds six advisers

COMPANY RELEASE  |  THURSDAY, 27 AUG 2009
Consultum Financial Advisers has added six new authorised representatives to its business since the start of the new financial year. In New South Wales, Consultum has appointed Ryan Porter from Wealth Selector, Justine Colvin (Flight Centre Moneywi$e) ...

ASIC targets another MIS scheme

ASIC RELEASE  |  THURSDAY, 13 AUG 2009
ASIC has commenced civil proceedings to wind up and appoint a liquidator to Finchley Central Funds Management - the responsible entity of managed investment scheme, Finchley Development Capital Funds. ASIC is seeking orders from the Federal Court of ...

Fin services shines in Telstra Awards

COMPANY RELEASE  |  THURSDAY, 6 AUG 2009
Financial Management Solutions, Aspire Retire Financial Services and Addwealth were named state winners in the annual Telstra Business Awards. New South Wales-based Financial Management Solutions and West Australian-based Addwealth won the Sensis Social ...

Mercer's self employed advice strategy falls short

MICHAEL HOBBS  |  FRIDAY, 31 JUL 2009
Mercer Wealth Solutions' strategy to sign self-employed financial planning practices has netted only two practices in a year, well short of the expected 12 practices flagged last year. Mercer Wealth Solutions launched its self-employed financial planning ...

Capstone FP eyes more practices

MICHAEL HOBBS  |  TUESDAY, 28 JUL 2009
Capstone Financial Planning is using the dealer group's independent label to attract more financial planning practices to its ranks - with over 10 practices expected to join in the next 12 months. Grant O'Riley, managing director at Capstone Financial ...

IT dept holds key to cost cutting

COMPANY RELEASE  |  THURSDAY, 23 JUL 2009
Super funds and fund managers could reduce their cost base through technology after research found cloud computing can save more than $12,000 a year in electricity bills. A NetSuite sustainability impact survey and using information from a study by ...

IFSA appoints Brogden as CEO

IFSA RELEASE  |  TUESDAY, 14 JUL 2009
The former New South Wales Liberal Party and opposition leader, John Brogden, has been appointed chief executive of the Investment & Financial Services Association. Brogden will take up his post on 28th of August, following the resignation of IFSA's ...

Instreet BDM hires pay off

MICHAEL HOBBS  |  TUESDAY, 14 JUL 2009
Instreet Investment's fund inflows have doubled to over $10 million a month since the firm hired a business development manager in Queensland and Melbourne. The firm hired Gabriel Carey and Susanne Bransgrove as senior business development managers ...