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Showing 361 - 370 of 461 results for "Investment Services"

Masu settles Westpoint case

MICHAEL HOBBS  |  FRIDAY, 28 NOV 2008
... Management, the action included Bongiorno Financial Advisors, Dukes Financial Services, Glenhurst and Professional Investment Services (PIS). The regulator also announced it was taking action against accountancy firm, KPMG for its auditing of Westpoint ...

Platform wedge over pricing

RUTH LIEW  |  MONDAY, 17 NOV 2008
... structures] and what they're looking for from the product," cautions Alan Kenny, general manager product and investment services, Colonial Fist State. "They are looking for daily unit pricing, a ready access to their money, so that they can make decisions ...

Rebalance now, reap rewards later

RUTH LIEW  |  MONDAY, 17 NOV 2008
... allocation continues to match your needs and risk appetite is more important now than ever, according to Russell Investment Services. "As time goes by and markets experience their ups and downs, an investor's portfolio may experience gains in some asset ...

PIS expands dealer group

MICHAEL HOBBS  |  MONDAY, 10 NOV 2008
Professional Investment Services (PIS) expanded its advice network with the addition of corporate superannuation and risk specialist, Arrow Insurance Consultant Services. Steve and Janet Culpitt operate Arrow Insurance Consultant Services and the firm ...

PIS campaign to reflect change

MICHELLE BALTAZAR  |  WEDNESDAY, 29 OCT 2008
Professional Investment Services (PIS) is rolling out a new marketing campaign to reflect how much the business has grown over the last 10 years. PIS, which is the largest non-aligned dealer group in the country with more than $20 billion in funds under ...

Suncorp ripe for the picking

MICHAEL HOBBS  |  WEDNESDAY, 8 OCT 2008
... clients. This Suncorp is perfect for well-funded financial services groups to purchase the business. Professional Investment Services (PIS) New Zealand recently purchased Newpark Financial Services Group. Robbie Bennetts, PIS chief executive, said the ...

PIS creates NZ advice giant

MICHAEL HOBBS  |  WEDNESDAY, 8 OCT 2008
Professional Investment Services New Zealand (PIS NZ) and Newpark Financial Services are expected to merge and create New Zealand's largest financial advisory group with more than 250 advisers and 130 accounting firms. Robbie Bennetts, PIS chief executive ...

Green advice is not a stretch: Brisbane

MICHAEL HOBBS  |  FRIDAY, 26 SEP 2008
... to the business and shouldn't adversely affect client portfolios, according to Michelle Brisbane, Ethical Investment Services representative. Brisbane said existing financial advice practices do not need to convert their whole practice to advise on ethical ...

FPA members demand stronger voice

MICHAEL HOBBS  |  TUESDAY, 16 SEP 2008
... harder stance on key industry issues and collaborate more with its members. Robbie Bennetts, Professional Investment Services chief executive, said the FPA must make sure it communicates effectively between the association, its members and the government. ...

PIS calls for industry and retail ceasefire

MICHAEL HOBBS  |  FRIDAY, 12 SEP 2008
Professional Investment Services (PIS) managing director, Grahame Evans, is calling for retail and industry super funds to put their philosophical differences aside and work together to provide a broader financial advice service to consumers. "I would ...