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| | | ... planning) The state award winners are: In wealth accumulation - Harry Moustakas CFP, AMP Financial Planning (NSW) Anne Graham CFP, Securitor Financial Group (VIC) Philippa Elliott CFP, Epic Adviser Solutions (WA) In pre-retirement planning - Rod Scurrah ... |
| | | | Tower Australia looks set to outsource the management of its multi-manager product following a board meeting in early July, and industry sources believe Russell Investment Group is already the clear frontrunner for the contract. Tower revealed last ... |
| | | | ... provider IWL Limited, financial services provider Credit Corp and Boom Logistics. Peter Purpura, managing director of Fisher Graham Financial, a sister company to Patriot, said that underpinning Patriot's investment strategy is the company's early beginnings ... |
| | | | ... understand what risk solutions they need to meet the needs of their businesses," said Coin Software managing director, Tony Graham. Inc's quantitative and qualitative processes allow advisers to assess and calculate future income and lump sum requirements ... |
| | | | ... manager for the Commonwealth Bank's Premium Financial Services Division. He has 10 years experience in the industry. Ian Graham, PMI chief executive, said, "Customer service is vital to PMI's business strength and essential in sustaining strong relationships ... |
| | | | ... minimising the risk of implementation because they know we've done it before," explained Coin's managing director Tony Graham. Alongside major institutional wins, Coin is also building up its client base at the lower end of the scale, particularly among ... |
| | | | Insurance giant TOWER Australia kicks off its merger with PrefSure by re-jigging management, releasing a new product range and, in an ambitious move, rolling out more than 30 changes to its combined insurance suite. TOWER bought PrefSure Holdings early ... |
| | | | The Commonwealth Bank has unveiled a four-pronged corporate strategy that includes merging two key units, improving IT and offering flexible employment in a bid to remain one of the country's leading banks. Commonwealth's chief executive officer, Ralph ... |
| | | | ... fund's allocation to allow its managers to invest in international shares. InvetorWeb Research investment analyst, Jeremy Graham-Higgs, said Perpetual's Australian Share Fund reallocation, which allows it to invest up to 20 per cent in international ... |
| | | | ... more signs of modest growth in new home loan activity which they say should point to higher levels of sales activity. Ian Graham, chief executive officer of PMI, said, "The recovery of first home buyer activity over the past couple of years is a very ... |
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