Bigger is better for PIS

financial-advisers/dealer-group/PIS/chief-executive/

8 January 2008
| By Sara Rich |
image
image image
expand image

Robbie Bennetts

Professional Investment Services (PIS) has revealed that university graduates and accounting practices are key components of the dealer group’s growth strategy for the year ahead.

PIS, which already boasts the most financial advisers in Australia, plans to leverage off its alliances with accounting practices to build upon income streams as well as utilise the relationships it has developed with a number of universities.

PIS chief executive Robbie Bennetts said past experience of working closely with accounting practices and universities had paid handsome dividends.

“Having developed relationships with 18 national universities in order to offer graduate opportunities within our network of advisers and accountants, and developed our own intensive course, we want our advisers to make sure they fully utilise these services,” he said.

“With each graduate having the potential to earn over $60,000 in their first year, we want to promote advantages to both parties.

“Added to that is the potential for developing succession planning strategies within a practice.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

6 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

3 weeks 3 days ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

3 weeks 2 days ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

2 weeks 4 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
88.01 3 y p.a(%)
3