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Showing 161 - 170 of 191 results for "Advisory Group"

Govt creates super advisory

MICHAEL HOBBS  |  WEDNESDAY, 5 MAR 2008
The federal government has created a Superannuation Advisory Group to provide technical expertise and consultation on relevant proposals within the superannuation industry. The Superannuation Advisory Group met at Parliament House in Canberra for the ...

PIS names Singapore head

MICHAEL HOBBS  |  TUESDAY, 12 FEB 2008
Financial advisory giant, Professional Investment Services (PIS), has appointed Ian Frost as chief executive of the firm's Singapore subsidiary. Frost has more 20 years experience in financial services and retail distribution holding roles at AXA Life ...

Prime selects Praemium

MICHAEL HOBBS  |  TUESDAY, 4 DEC 2007
Prime Financial Group has selected Praemium Limited as its direct equities administration platform. Praemium provides online portfolio administration service through its V-Wrap, p-Desktop and Separately Managed Account (SMA) technology to a range of ...

Centric Wealth appoints new directors

MICHAEL HOBBS  |  TUESDAY, 13 NOV 2007
Independently owned wealth advisory group, Centric Wealth, has reshuffled its board of directors ahead of its planned initial public offering next year. Roger Davis has been appointed chairman with Martin Bloom, David MacKenzie, Alan Schwartz and Russel ...

Bannned AFS planner to appeal

CHRIS NICHOLLS  |  MONDAY, 24 SEP 2007
... we give advice without first finding out exactly what the client's circumstances are," he said. The planning and advisory group said no client suffered a loss and many would have benefited from lower costs had they rolled over their money to the AFS-affiliated ...

King doubles size after buying spree

MICHAEL HOBBS  |  FRIDAY, 14 SEP 2007
King Financial Services has doubled its size after it acquired two advisory groups with a combined funds under advice (FUA) of $290 million. The Canberra-based company is now one of the largest financial planning firms in the Australian Capital Territory ...

Advisers post record growth

ALEX DUNNIN  |  WEDNESDAY, 8 AUG 2007
There are 1,500 more advisers operating in Australia than this time last year, the biggest jump in nearly four years, according to research from Rainmaker. This translates to there being nearly 18,000 advisers, up 9 per cent in the last 12 months. Rainmaker ...

ABN AMRO Craigs selects Gatekeeper

New Zealand-based advisory group ABN AMRO Craigs has signed up to use Gatekeeper, a new software solution developed by InvestmentLink to cater for new legislation around the KiwiSaver scheme. "With less than five months between the Budget and KiwiSaver ...

ARIA awards Principal $400m mandate

CHRIS NICHOLLS  |  TUESDAY, 15 MAY 2007
... fixed income, Rob da Silva will head up operations, while a trio consisting of Spectrum Asset Management, The Post Advisory Group and Principal Global Investors' fixed income team will direct the international operations. "We are delighted to have ARIA ...

PIS Beijing office a world first

CHRIS NICHOLLS  |  MONDAY, 23 APR 2007
Australia's largest financial advisory group, Professional Investment Services (PIS), became the first non-Chinese wealth management service in China last week when it opened its new offices in Beijing. The new company, called Bo Jin, will operate in ...