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08 June 2007 • By Victoria Young • 1 min read

PIS pumps up referrals

Successful referral partnership scheme could boost the PIS bottom line by 30 per cent in a year.Professional Investment Services aims to (PIS) boost ...

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Coin takes equity stake

Coin has injected capital into a commission-tracking system.Macquarie-owned Coin Financial Planning Software has bought half of back-office ...

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Westpoint complaints upheld

FICS has upheld complaints from Westpoint investors.The Financial Industry Complaints Service (FICS) panel has upheld the first claims from investors ...

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Colonial adds to local team

Colonial First State Global Asset Management has strengthened its Australian distribution team.Colonial First State Global Asset Management (CFSGAM) ...

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Mercer launches super podcast

Mercer Wealth Solutions teaches investors about new super changes through educational podcasts.Increased demand for education about the Government's ...

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BT to enhance wrap offering

BT plans to enhance its wrap platform to include an insurance offering and equities capabilities.BT Financial Group plans to enhance its wrap ...

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PIS buys Bongiorno business

PIS has acquired Bongiorno's external advisory arm in major dealAustralia's largest advisory group Professional Investment Services (PIS) has ...

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Planner salaries skyrocket

Financial services talent is cashing in on skills squeeze in Queensland and WA.Wealth management and financial planning salaries have skyrocketed ...

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Ipac boss asks industry to help indigenous Australians

Paul Clitheroe has called on industry players to understand Aboriginal culture.Ipac boss Paul Clitheroe said the financial services industry ...

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Watson Wyatt boosts its SRI research

Greater focus on responsible investing and governance as firm hires consultant to its team.Global consulting firm Watson Wyatt has hired Jane Goodland ...

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