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Showing 61 - 70 of 126 results for "PIS"

APESB extends consultation

ELISE BURGESS  |  THURSDAY, 30 SEP 2010
... is an "exposure draft only". AFAC, comprising of major accountant-based financial advisory firms including Count Financial, PIS and Securitor, was formed in July to mount a submission addressing these draft proposals.

AFAC and APESB launch fresh debate on fiduciary duty

MICHELLE BALTAZAR, MEDIA RELEASES  |  MONDAY, 19 JUL 2010
Major accountant-based financial advisory firms including Count Financial, PIS and Securitor have formed a new alliance in response to draft proposals from the accounting ethical standards board banning its members from charging asset-based fees from ...

Centrepoint and PIS merger agreement changed

MICHAEL HOBBS  |  MONDAY, 28 JUN 2010
The merger between Centrepoint Alliance and Professional Investment Services (PIS) is expected to go ahead but the agreement has changed. Centrepoint Alliance found no unanticipated issues with PIS during the due diligence process but the terms of the ...

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 ...

IMF settles with PIS on Westpoint

ASX RELEASE  |  MONDAY, 21 JUN 2010
Litigation firm, IMF Australia, has settled with Professional Investment Services (PIS) on behalf of a number of Westpoint investors. IMF announced the conditional settlement it has funded for certain Westpoint investors against PIS today. The terms ...

FPA chief to champion planner needs

MICHAEL HOBBS  |  THURSDAY, 27 MAY 2010
... take on the current position at the FPA. Expectations Grahame Evans, managing director at Professional Investment Services (PIS), said he wants Rantall to reconnect with financial planners and their concerns. "He needs to make sure he has a clear understanding ...

AXA names advice state managers

COMPANY ANNOUNCEMENT  |  FRIDAY, 16 APR 2010
... state manager of AXA Financial Advice in Western Australia. Wright previously worked at Professional Investment Services (PIS) and held a number of roles including business development and has also run his own financial planning practice. He started ...

PIS to step up competition in cash savings

MICHELLE BALTAZAR  |  THURSDAY, 8 APR 2010
... deposit products. As one of the largest financial planning groups in the country with funds under advice of around $21 billion, PIS has grown from providing the basic services you'd expect from a planner to a 38-company business with its own funds management ...

WB Financial appoints CEO

COMPANY RELEASE  |  THURSDAY, 8 APR 2010
WB Financial Management has appointed former general manager of Professional Investment Services (PIS) New Zealand, David Keys, as chief executive. Besides his role at PIS, Keys has also worked across a number of senior roles in several major Australian ...

Lonsec research team expands

LONSEC RELEASE  |  WEDNESDAY, 24 MAR 2010
Lonsec has beefed up its research team, including hiring ex-PIS research manager Darren Howlin in a similar role, while its senior investment analyst Bronwen Moncrieff resigned to join the Future Fund. As well as contributing to Lonsec's current research ...