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Financial planning
PIS Canada is set to double its business by December....
People & Products
Hastings Funds Management has appointed former Babcock and Brown chief executive Steve Boulton as its new chief executive officer....
Editorial
There is little doubt in the industry that there is a place for alternative investments next to their conservative cousins, however, as the popularity of the market grows...
Financial planning
At least one dealer group is poised to leave the Financial Planning Association after restrictions on the use of its Certified Financial Planner brand are scrapped on Jul...
Financial planning
Insurance information website The Risk Store and the Investment and Financial Services Association are both compiling comprehensive claims data regarding risk insurance....
Financial planning
The Federal Government is being urged to introduce legislation to formalise superannuation salary sacrifice arrangements in circumstances where some funds are claiming th...
Financial planning
Research commissioned by the Investment and Financial Services Association has suggested policy and legislative changes encouraging the export of Australian financial ser...
Financial planning
China’s booming economy represents significant opportunities for Australian financial services organisations large and small, according to a recent study completed by Aus...
Accounting
In addition to its expansion via acquisition, Professional Investment Services (PIS) has also announced it is courting more accountancy practices in a push to expand its ...
Financial planning
Professional Investment Services (PIS) is evaluating a number of potential acquisitions in North America following the successful integration of its Canadian operation....
Funds management
A key Parliamentary Committee has been told that Australia’s current withholding tax regime is acting as a direct disincentive to foreign investment....
Financial planning
The decision by Perennial Investment Partners to refund its investment management fee for August, September and October this year is flowing through to investors....
Financial planning
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 t...
Financial planning
Some financial planners are taking “a ridiculous risk” when constructing client portfolios, according to Professional Investment Services chief executive Robbie Bennetts....
Financial planning
In an exclusive retail distribution agreement, Australian investors have been given access to Al Gore’s sustainable investment fund management company through Colonial Fi...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...