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Showing 51 - 60 of 135 results for "Professional Investment Services"

Aligned or independent: Advisers must be relevant

MARK STORY | WEDNESDAY, 31 OCT 2012

... provides greater opportunity for scale and fully integrated service offerings, Peter Walther of Professional Investment Services told delegates that it's a great time to be independent. But whichever model is chosen, he says the trick is to build a better ...

Job cuts at PIS

BEN COLLINS | MONDAY, 22 OCT 2012

Professional Investment Services has announced structural changes that will see management roles cut. Chief executive Peter Walther in a statement said that while the changes were not motivated by cost cutting, nor were they based on performance of ...

Financial adviser sentenced on fraud charges

LINDA HAUSKEN | WEDNESDAY, 23 MAY 2012

... Binma which operates the North Sydney firm Noall & Co and was an authorised representative of Professional Investment Services. The Court found that between March 2008 and August 2008 Hobson misappropriated $307,000 and attempted to misappropriate $120,000 ...

PIS names new risk manager

ELISE BURGESS | THURSDAY, 15 MAR 2012

Steve Quine will be Professional Investment Services' new manager for risk and professional standards, reporting directly to chief executive Pete Walther. Quine was most recently head of professional standards at Financial Services Partners for three ...

PIS contracts Zenith for product and research review

CLAIRE MCGREAL | MONDAY, 20 FEB 2012

Professional Investment Services has signed up Zenith Investment Partners to carry out an annual review of its approved product list and internal research process. Zenith will also take part in Professional Investment Services (PIS) investment committee ...

ASIC achieves settlement for Westpoint investors

CLAIRE MCGREAL | MONDAY, 5 DEC 2011

... companies. Successful claims were made against companies including KPMG, Masu Financial Management, Professional Investment Services and State Trustees Ltd.

Mid-sized licensees to disappear: CoreData

ELISE BURGESS | TUESDAY, 15 NOV 2011

... "You won't see the rise of another Count or PIS," said Grahame Evans, group managing director, Professional Investment Services (PIS). The paper also discussed the rise of scoped advice and the new types of advice services that are already gaining popularity ...

Niche and insto licensees to rule by 2020

ELISE BURGESS | TUESDAY, 25 OCT 2011

... "You won't see the rise of another Count or PIS," said Grahame Evans, group managing director, Professional Investment Services (PIS). Wayne Handley, general manager, Apogee Financial Planning, said a predicted radical decline in adviser numbers, from ...

PIS names new CEO

ELISE BURGESS | FRIDAY, 19 AUG 2011

Peter Walther has landed the top job at Professional Investment Services, starting on Monday as chief executive officer of the independently-owned financial advice business, three weeks after founder, Robbie Bennetts, moved into a part-time role. Professional ...

Lonsec research head exits for Morningstar

ELISE BURGESS | TUESDAY, 26 JUL 2011

... analysts. Lonsec currently provides research for the managed funds of AMP Financial Planning, Professional Investment Services, Count Wealth Accountants, Westpac Financial Services, Australian Financial Services, Genesys Wealth Advisers, Aon Hewitt Financial ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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