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Showing 81 - 90 of 126 results for "PIS"

AFA supports PIS strategy

PRESS RELEASE  |  TUESDAY, 28 APR 2009
The Association of Financial Advisers (AFA) has thrown its support behind Professional Investment Services' (PIS) strategy to go head to head against the industry fund anti-commission advertising campaigns. Richard Klipin, chief executive at the AFA ...

ITC targets Gen Y with trees

MICHAEL HOBBS  |  MONDAY, 27 APR 2009
... managed investment scheme across a number of financial planning dealer groups including Professional Investment Services (PIS) in the past three months.

PIS partners with health advisory service

COMPANY RELEASE  |  THURSDAY, 16 APR 2009
Professional Investment Services (PIS) has aligned with medical organisation Health Predictions in a joint venture to provide specialist medical assessments for large sums assured and high net worth clients. The new service is designed to arrange specialist ...

Planning firm taps uni students

COMPANY RELEASE  |  MONDAY, 6 APR 2009
... inviting university students to apply for a two-month unpaid internship at the firm. The Professional Investment Services (PIS) financial planning firm received 35 applications for the internship after the firm placed an advertisement for the program ...

PIS adds Olicc software

MICHAEL HOBBS  |  FRIDAY, 3 APR 2009
Professional Investment Services (PIS) is implementing Olicc Technologies' software to assist the group's financial advisors track commissions and other key performance data. The Olicc Enterprise Solution will be integrated with PIS' Commission Lodgement ...

Clients duck for income cover

RUTH LIEW  |  MONDAY, 9 MAR 2009
... who are interested in taking steps to protect their income as much as possible in the current market," said Evans. Meanwhile PIS has won the number one spot for most new life insurance sales last quarter, according to the report. According to PIS, which ...

Aviva and Legg Mason hire more BDMs

COMPANY RELEASES  |  MONDAY, 23 FEB 2009
... returns to Aviva after travelling around Europe. Before his stint at Aviva, Tyley worked at Professional Investment Services (PIS) for three years. Poletto also worked at PIS as a relationship manager, and prior to that, Colliers International as state ...

Asia FMs to wield more power

MICHELLE BALTAZAR  |  THURSDAY, 12 FEB 2009
... markets recover, said Alexeyev. Local financial services firms including Pengana, Macquarie, Professional Investment Services (PIS), Perennial and ANZ; and technology firms IRESS, Praemium, DSTi and Bravura have presence in Asia.

PIS prepares for tough year

RUTH LIEW  |  THURSDAY, 15 JAN 2009
... boutiques and a preference for fund managers with good liquidity management as part of its overall investment strategy review. PIS flagged that boutique managers are expected to take a back seat this year as the firm shuns smaller managers to focus on ...

Masu settles Westpoint case

MICHAEL HOBBS  |  FRIDAY, 28 NOV 2008
... the action included Bongiorno Financial Advisors, Dukes Financial Services, Glenhurst and Professional Investment Services (PIS). The regulator also announced it was taking action against accountancy firm, KPMG for its auditing of Westpoint companies ...