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Showing 101 - 110 of 116 results for "MCP"

Bendigo head moves to ME Bank

RUTH LIEW  |  THURSDAY, 28 JAN 2010
Jamie McPhee, former head of banking and wealth at Bendigo and Adelaide Bank, is the new chief executive of Members Equity Bank. McPhee will be taking over the reins of ME Bank on 8 February, according to a press statement from the bank. McPhee is a ...

BT and Shadforth extend Wrap deal

PRESS RELEASE  |  TUESDAY, 9 JUN 2009
BT Financial Group has extended the firm's platform arrangement with Shadforth Financial Group for another three years, ahead of 12 separate financial planning firms joining the group in July. This announcement comes after a five-year arrangement with ...

Market Wrap - Morning

AAP  |  FRIDAY, 14 NOV 2008
The Australian sharemarket is expected to open higher after the three day slump to a new four year low gives investors a buying opportunity, and after US stocks rebounded overnight. Energy stocks may also gain after the price of oil increased, although ...

Market Wrap - Midday

AAP  |  THURSDAY, 1 MAY 2008
The Australian stock market was lower at noon, on a day of lower trading volumes, with resource companies leading declines after commodity prices fell overnight. At 1200 AEST, the benchmark S&P/ASX200 index was down 37.4 points, or 0.67 per cent, to ...

Best Advice close to federation

MICHAEL HOBBS  |  MONDAY, 11 FEB 2008
Project East West or the Best Advice Project has closed its books and gearing up to federate in April. The Best Advice group began 10 years ago as an informal group of advisory practices sharing ideas on how to best expand their business and serve clients. ...

IRESS signs Asgard and Asteron

MICHAEL HOBBS  |  WEDNESDAY, 30 JAN 2008
IRESS Market Technology has expanded its service after entering into key partnerships with Asgard Wealth Solutions and Asteron and upgrading its modelling and insurance products. Asgard Wealth Solutions (Asgard) partnered with IRESS Market Technology ...

Zurich advisers log on to IRESS software

CHRIS NICHOLLS  |  FRIDAY, 27 JUL 2007
Zurich Financial Services has become the first Australian life office to launch IRESS' AppCentral electronic life insurance application software across its adviser network. The life-insurance program allows advisers to complete proposals and submit ...

Big plans for Adelaide Managed Funds

WWW.THESHEET.COM  |  TUESDAY, 6 FEB 2007
Adelaide Bank's wealth management division, Adelaide Managed Funds, will enter the structured products market later this month when it begins marketing a product dubbed the Protected Global Opportunities Fund. The new offer will be the second fund launch ...

Adelaide Bank targets growth through wealth management

WWW.THESHEET.COM  |  THURSDAY, 21 SEP 2006
Retiring Adelaide Bank chief executive, Barry Fitzpatrick, said the bank will aim for greater revenue diversification by ramping up the wealth management side of the business. Fitzpatrick's report in the bank's annual report, released yesterday, reveals ...

McPlanning: CBA unveil first one stop shop

The Commonwealth Bank (CBA) last night unveiled a one-stop 'investment shop' that aims to capture the mass financial planning market by offering accessible advice. The investment shop is in Bondi Junction and will soon be followed by four additional ...