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Showing 831 - 840 of 956 results for "PIP"

Olicc wins Shadforth

MICHELLE BALTAZAR  |  WEDNESDAY, 28 JAN 2009
Olicc Technologies, which is part-owned by Coin Financial Planning Software, has scored a deal with boutique dealer group Shadforth Financial. Under the agreement, Shadforth will use Olicc's practice management solutions, including its business intelligence ...

Free cash flow wins mandates

RUTH LIEW  |  FRIDAY, 23 JAN 2009
Free cash flow is a recipe for strong above benchmark returns amid turbulent times, according to Epoch Investment Partners, which recently won a $173 million mandate from Suncorp. According to Andrew McKinnon, chief executive of Grant Samuel Funds Management ...

Obama: he's the man

BENJAMIN ONG  |  WEDNESDAY, 21 JAN 2009
... Obama's was welcomed not only in Washington but also all over the world. Even Israel ceased hostilities on Gaza and not even a pip from Osama. Wall Street's reaction overnight to the changing of the guards at the White House cannot be faulted. After ...

Morgan Stanley and Citi to merge

RUTH LIEW  |  THURSDAY, 15 JAN 2009
Morgan Stanley and Citi are combining their resources to create the world's largest wealth manager boasting 20,000 financial advisors. Morgan Stanley and Citi announced yesterday that it would combine Morgan Stanley's Global Wealth Management Group ...

Snowball buys FP and super businesses

MICHAEL HOBBS  |  THURSDAY, 15 JAN 2009
Snowball has bought Brisbane based financial planning business Money Mentors and an Adelaide based corporate superannuation business adding approximately $180 million in funds under advice (FUA) to the group. Money Mentors will operate under the group's ...

Snowball FUA grows $700m

MICHAEL HOBBS  |  TUESDAY, 25 NOV 2008
Snowball Group's unwavering appetite for merger and acquisition activity remains consistent despite bad market conditions, adding $700 million in funds under advice in the past financial year alone. At yesterday's annual general meeting, Snowball managing ...

Value of advice winners unveilled

RUTH LIEW  |  MONDAY, 24 NOV 2008
Planners from AXA Financial Planning and NAB Financial Planning were among the winners at this year's FPA Value of Advice awards. Dacian Moses from Waterfall Way Associates has won the Value of Advice award for post-retirement planning and management. ...

MLC appoints portfolio manager

MEDIA RELEASE  |  THURSDAY, 6 NOV 2008
MLC Investment Management has appointed Stuart Piper as portfolio manager with primary responsibility for all aspects of MLC's debt strategies and several non-equity strategies. Piper will be responsible for the firm's debt strategies and a number of ...

More pain for insurance firms

RUTH LIEW  |  FRIDAY, 24 OCT 2008
Global insurance brokerage firm Aon has warned that following AIG's troubles and government rescue, there will be more bad news from insurers as the sector undergoes mass asset depletion and capital shortage. Speaking yesterday at Aon's 2008 Advanced ...

TAAM wins $100m mandate

RUTH LIEW  |  MONDAY, 20 OCT 2008
One of Sweden's largest pension managers, the $43 billion AP1, has awarded Treasury Asia Asset Management with a $100 million Asian equities mandate. The mandate has been in the pipeline for six months but was funded mid September. The $100 million ...