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Showing 561 - 570 of 934 results for Company release

FPA meets with Capstone on remuneration

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
Jo-Anne Bloch, chief executive at the Financial Planning Association (FPA), has met with Capstone Financial Planning to discuss potential changes ahead to planner remuneration models. Bloch's presentation in Melbourne was designed to provide the network's ...

CMC appoints head of wholesale

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
... online share trading. Barry Odes, head of CMC Markets for Australia and New Zealand said Clinnick's appointment offers the company greater opportunity to develop similar relationships with other financial services organisations. CMC Markets has been ...

Ascalon adds hedge fund boutique

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
Ascalon Capital Managers has established a hedge fund boutique with three former Macquarie Funds Group executives. Helix Partners specialises in global equities using a quantitative process that is developed by former Macquarie Funds Group quantitative ...

Coin partners Lonsec research

COMPANY RELEASE  |  TUESDAY, 15 SEP 2009
Coin Software has added Lonsec as a supplementary research provider. This means financial planners using Coin Office software can access in-depth unlisted investment research from Lonsec. Lonsec will also provide monthly one-page reports, fund updates ...

Integrity hires former UBS exec

COMPANY RELEASE  |  MONDAY, 14 SEP 2009
Integrity Investment Management appointed former UBS Global Asset Management director, Aidan Kelleher as key account manager in its distribution team. Kelleher starts his role in a couple of weeks and previously worked as New South Wales regional manager ...

Tax and dividend boost at OptiMix

COMPANY RELEASE  |  MONDAY, 14 SEP 2009
OptiMix has introduced a tax and dividend optimisation strategy (TDOS) overlay to its wholesale Australian Equities portfolio. "This tax and dividend optimisation strategy aims to fill an important gap that results when investment managers pursue alpha ...

PPM opens fund to more Australians

COMPANY RELEASE  |  MONDAY, 14 SEP 2009
Boutique investment manager Private Portfolio Managers (PPM) is opening its doors to more investors through the PPM York Super Fund. PPM currently offers tailored individually managed accounts (IMA) investment strategies to investors looking to invest ...

Fiducian improves online platform

COMPANY RELEASE  |  FRIDAY, 11 SEP 2009
... reporting and transaction services for advisers. Now in its ninth year of providing online services, Fiducian Online's latest release include improved reporting and client communication capabilities, additional online transacting, improved multi-browser ...

Evans and Partners signs on to IRESS

COMPANY RELEASE  |  FRIDAY, 11 SEP 2009
Evans and Partners, a Melbourne-based investment advisory firm, has gone live with the full range of integrated IRESS products. Together, IRESS and Evans and Partners implemented the change of technology over a period of eight weeks. Within the integrated ...

Planwealth selects Zenith for research

COMPANY RELEASE  |  FRIDAY, 11 SEP 2009
Zenith Investment Partners has entered a strategic alliance to provide research services to Queensland-based Planwealth. "Planwealth undertook extensive due diligence on external research providers before confirming its decision to select Zenith," said ...