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Showing 431 - 440 of 559 results for "Johns"

PIS names new chief

COMPANY RELEASE  |  FRIDAY, 25 JUN 2010
Professional Investment Services (PIS) has a new chief executive, David Johnstone, less than three months since group chief executive Robbie Bennetts said he is stepping away from day-to-day operations at PIS to focus on the planning group's growth ...

ITM and Sequential partner for service

PRESS RELEASE  |  TUESDAY, 22 JUN 2010
Independent Transition Management (ITM) and Sequential Project Services have partnered to provide an enhanced service for wealth management firms looking to consolidate systems or products or outsource administration. ITM is a data specialist that assists ...

Planners advising ETFs double

RUTH LIEW  |  THURSDAY, 17 JUN 2010
The number of planners advising on exchange traded funds has doubled in the last year - a trend that looks set to continue as investors pump more funds into the sector. New figures from the Investment Trends December 2009 ETF Report has found that 38,000 ...

Local jobseekers enjoy strong executive search market

MICHELLE BALTAZAR  |  FRIDAY, 28 MAY 2010
Banks, fund managers and investment houses risk losing key staff to rival firms and new entrants in the coming months after a new report found the financial services sector is leading the rebound in executive searches and that two in five executives ...

More HNW investors happy with planners during crisis

MICHAEL HOBBS  |  THURSDAY, 20 MAY 2010
High net worth (HNW) investors are more satisfied with the service they receive from a financial planner than a personal relationship manager and private banker, according to a new report. The Investment Trends/Centric Wealth High Net Worth Investor ...

Govt to inject $25m into 'best practice' regulation

MICHELLE BALTAZAR  |  WEDNESDAY, 12 MAY 2010
The government will pump up to $25 million over four years into a new centre that will teach and train the next generation of financial regulators in Australia while building ties with the regulatory powers-that-be in Asia. Speaking at a post-Budget ...

Industry prepares for new advice era

MICHELLE BALTAZAR AND RUTH LIEW  |  TUESDAY, 27 APR 2010
The government's proposed reforms to change the way planners charge for advice will spur the industry's long-term growth, but at the cost of serious headaches and profits during the adjustment period. The minister for financial services, superannuation ...

Xplan tops software ratings

PRESS RELEASE  |  FRIDAY, 16 APR 2010
Xplan has retained the highest overall rating in this year's Investment Trends Planning Software Report. Closely behind Xplan is COIN followed by AdviserNETgain, VisiPlan, Navigator n-link. Coin Office retained its top position for the best modeling ...

Navigator tops best platform list

RUTH LIEW  |  MONDAY, 29 MAR 2010
Navigator has been named the highest-rated platform for overall functionality - beating FirstWrap, Macquarie Wrap and Asgard eWrap, according to a new report. Navigator won the title for 2009, after many years of "steadily rising up through the rankings" ...

Platinum snubs US healthcare reforms

MICHAEL HOBBS  |  FRIDAY, 26 MAR 2010
US healthcare reforms have not had a material impact on Platinum Asset Management's International Health Care fund portfolio, as the fund continue to target pharmaceutical stocks that benefit from Asia's growth. Bianca Elzinger, fund manager at Platinum ...