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Showing 191 - 200 of 461 results for "Investment Services"

ASIC cancels 8 AFSLs after review

LAURA MILLAN  |  TUESDAY, 22 JUL 2014
... the cancellation and suspension of the following licensees: Accountants Plus, Benchmark Holdings, Citywide Investment Services, Lateral Thinking, Mariner Insurance, TIS Logistics, Graeme Bartlett & Associates, Neville Krynauw & Associates, Cabot Square ...

Infocus and Patron deal puts new group in top ten

LAURA MILLAN  |  TUESDAY, 1 JUL 2014
... combined group of 200 advisers would be the fifth largest independent dealer group, right after Professional Investment Services (PIS), Synchron, Dover and Crowe Horwath. Infocus and Patron together would be larger than WealthSure, Lifespan or Yellow ...

ASIC bans former PIS and AMP advisers

LAURA MILLAN  |  MONDAY, 23 JUN 2014
Former Professional Investment Services (PIS) and AMP Financial Planning advisers have been banned from financial services. The Australian Securities and Investments Commission (ASIC) took action against AMP Financial Planning adviser Roy Whye Wah Moo ...

PIS adds consultants amid Centrepoint capital raising

LAURA MILLAN  |  FRIDAY, 11 APR 2014
Professional Investment Services (PIS) has appointed two people to its business consulting team, following a Centrepoint announcement that it will raise capital to create more opportunities for the wealth management business. PIS appointed Darren Black ...

ClearView appoints former MLC BDM of the Year

STAFF WRITER  |  WEDNESDAY, 19 MAR 2014
... development management and practice management roles within large financial services companies such as Professional Investment Services and more recently Financial Services Partners. Jenny Psathas has joined the dealer Group as operations Manager. Psathas ...

Towers Watson grows Australian team

JAMES FERNYHOUGH  |  MONDAY, 10 MAR 2014
... Harrison Lane, who will join the Sydney team as a graduate investment analyst. Graeme Miller, director of investment services, for Towers Watson in Australia said: "Our investment team is now bigger and better resourced than it has ever been and we aim ...

Advice numbers and client claims hit PIS results

LAURA MILLAN  |  MONDAY, 3 MAR 2014
The fall in advice numbers and the increase in client claims hit Professional Investment Services (PIS) revenue, which fell 7% during the first half of financial year 2014. Centrepoint Alliance-owned PIS reported that net revenues fell by 7% to $11.497 ...

YBR doubles wealth management revenue

LAURA MILLAN  |  FRIDAY, 28 FEB 2014
... period. YBR funds under management reached $388 million, a figure that includes funds from its wealth and investment services business, the RetireRight superannuation fund and the Smarter Money managed fund. YBR MySuper product, RetireRight, currently ...

GPS Wealth launches a new MDA

HARRY PAGE  |  THURSDAY, 27 FEB 2014
... framework and establishing an investment committee. GPS Wealth was established in 2012 by former Professional Investment Services (PIS) advisers Greg Holman and Rob McGregor. It now has over 50 planners and 32 practices in New South Wales and Queensl ...

ASX managed fund service gets go-ahead

JAMES FERNYHOUGH  |  THURSDAY, 6 FEB 2014
... industry funds - in particular those offering their members direct investment options. Ian Irvine, managed investment services manager at ASX, was keen to stress that the participating managed funds will not be 'listed' in the technical sense. "It is ...