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Showing 331 - 340 of 433 results for "Financial advisor"

Macquarie buys remaining Olicc shares

MICHAEL HOBBS  |  WEDNESDAY, 15 APR 2009
Coin Software, the Macquarie subsidiary, has bought the remaining amount of Olicc Technologies shares after first buying a 50 per cent stake in the technology firm in June 2007. The deal means Coin can roll-out the Olicc Technologies practice management ...

PIS adds Olicc software

MICHAEL HOBBS  |  FRIDAY, 3 APR 2009
Professional Investment Services (PIS) is implementing Olicc Technologies' software to assist the group's financial advisors track commissions and other key performance data. The Olicc Enterprise Solution will be integrated with PIS' Commission Lodgement ...

Ipac appoints chief

COMPANY RELEASE  |  MONDAY, 23 MAR 2009
AXA Australia Asia Pacific subsidiary, ipac, has appointed Neil Swindells as chief executive. Swindells' appointment follows the firm's chief executive and AXA head of advice, Peeyush Gupta stepping down next month. Swindells was previously an AXA senior ...

Bell profit hit by bad markets

MICHAEL HOBBS  |  TUESDAY, 24 FEB 2009
Stock broking and financial advisory firm, Bell Financial Group, saw profit after tax fell almost 60 per cent to more than $14 million last year. The group posted more than $175 million in revenue for the 12 months to December last year, down more than ...

ETF assets to reach $1.6 trillion

RUTH LIEW  |  MONDAY, 23 FEB 2009
Exchange traded funds (ETF) assets are set to eclipse the $1.6 trillion mark in the next two years - $500 billion more than its current assets, new research by Strategic Insight shows. Assets in global exchange traded funds raked in more than $1.1 trillion ...

WA planning firm moves east

MICHAEL HOBBS  |  MONDAY, 23 FEB 2009
Sydney-based financial planning firms are set to face even more competition after Western Australian advice group, Indian Ocean Capital, announced plans to expand into NSW. Indian Ocean Capital is made up of 14 financial advisors in Western Australia ...

CommBank's 64,245 margin calls

WWW.THESHEET.COM  |  THURSDAY, 12 FEB 2009
The share market meltdown forced CommBank to triple the number of margin calls in the second half of last year. The impact was that the size of the margin loan book plunged from $8 billion to $5.5 billion in six months, though this is in line with the ...

Women take control of finances

COMPANY RELEASE  |  TUESDAY, 10 FEB 2009
... to use a financial planner or consultant than men. Also, women generally would rather consult an accountant, financial advisor or family friend than rely on the internet for information, whereas men a more inclined to use the internet as a primary source ...

SA and QLD scoop Hillross awards

COMPANY RELEASE  |  FRIDAY, 6 FEB 2009
Two planning firms and a financial adviser won accolades at this year's Hillross Awards. Hillross adviser and principal at Hillross Mackay, David Pett won the dealer group's Adviser of the Year. Townsville and Ayr-based financial planning practice ...

Industry unites for super message

MICHAEL HOBBS  |  WEDNESDAY, 4 FEB 2009
With the public set to receive their super statements next month, nine financial services industry bodies made the unprecedented move to join forces and deliver a single message to investors and retirees. The Superannuation Stakeholder Group produced ...