Articles tagged with 'PIS'

PIS appoints NSW state manager

12 December 2008 | Former state manager promoted to national manager.


PIS New Zealand to expand

8 October 2008 | Announces merger with Newpark Financial Services.


Wasted energy on commissions vs fees

11 September 2008 | PIS urges industry to move on from the debate.


Wasted energy on commissions vs fees

11 September 2008 | PIS urges industry to move on from the debate.


PIS’ Malaysian expansion continues

30 May 2008 | Granted licence that puts it ahead of the local competition.


PIS resumes listing plans

15 May 2008 | PIS to create best of breed business for listing.


Full steam ahead for PIS

11 January 2008 | PIS Canada is set for significant growth.


PIS on the hunt for young guns

5 December 2007 | Financial services firm Professional Investment Services (PIS) has launched a training program to attract new recruits straight out of university.


PIS exports strategy

16 July 2007 | Professional Investment Services launches Project 500 in Canada.


Dealers go for quality

29 June 2007 | The top financial planning firms are also the fastest growing.


PIS advisers gain access to QIC

26 June 2007 | Professional Investment Services and DDH Grahame have partnered to provide retail investors with a broader range of investments.


Bennetts wants more protection

22 June 2007 | Professional Investment Services (PIS) chief executive Robbie Bennetts wants to make clients more accountable for investment outcomes.


PIS Canada seeing double

19 June 2007 | PIS Canada is set to double its business by December.


PIS set to expand in USA/Canada

6 June 2007 | Professional Investment Services (PIS) is evaluating a number of potential acquisitions in North America following the successful integration of its Canadian operation.


PIH seeks advice

4 June 2007 | The holding company of Professional Investment Services has sought external help in determining the future direction of the dealer group, which could include listing on the Australian Stock Exchange.


Risky business worries Bennetts

1 June 2007 | Some financial planners are taking “a ridiculous risk” when constructing client portfolios, according to Professional Investment Services chief executive Robbie Bennetts.


PIS expands further into China

16 January 2007 | Australia’s largest financial planning group, Professional Investment Services, has signed a deal with Skandia that gives the dealer group the green light to provide wealth management products in China.


PIS buys Hong Kong planning group

6 June 2006 | Professional Investment Services has purchased a Hong Kong dealer group, even as it is on the verge of cancelling its proposed purchase of a North American-based financial planning group.


PIS defends advisers over Westpoint

26 May 2006 | After last week revealing it would consider settling out of court with clients who lost funds in Westpoint’s failed products, Professional Investment Services has deflected responsibility away from advisers and played down any impact on the group.


PIS flies prospects to Fiji

12:00 AM | Large financial planning group Professional Investment Services will fly the heads of dozens of independent dealer groups out to Fiji next month to showcase its new dealer service offering.


Advisers gear up for year end.

24 May 2001 | Whispers within the financial services industry seem to suggest that financial planners have something to fear as the financial year ends. However, Kate Kachor discovers that if advisers keep their cool they too can avoid the end of financial year headaches.


PIS aims for listing next year

12:00 AM | Professional Investment Services plans to list on the Australian Stock Exchange (ASX) before the end of the next financial year.


Understand the culture: Bennetts

15 March 2001 | Financial planners need to understand the culture of other professions for strategic alliances to be successful, according to Professional Investment Services (PIS) managing director Robbie Bennetts Bennetts told delegates at last weeks Resnik Communications Sales, Marketing and Practice Management conference that financial planners are looking beyond accountants, the traditional centres of influence.


PIS signs up with AFG for mortgages

27 February 2001 | Professional Investment Services (PIS) has signed up with Australian Finance Group (AFG) to provide mortgage broking throughout its network of financial planners.


Adviser groups bitten by consolidator bug

21 February 2001 | Consolidator fever has struck Australia’s financial services industry. The number of consolidator groups is rapidly on the climb, leading many commentators to suggest the rise mirrors that of Internet related stocks prior to April last year.


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