PIS
Financial planning
PIS owner Centrepoint Alliance expands suite of companies with completion of purchase of Associated Advisory Practices....
Editorial
The parent group of Professional Investment Services (PIS), Centrepoint Alliance, has stated that profit and assets for 2013 will be impacted by between $3 million to $5 ...
Top 100
While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...
Financial planning
PriceWaterhouseCoopers will monitor the way PIS gives financial advice for the next nine months to ensure the group meets the standards set out in its Enforceable Underta...
Financial planning
An independent expert will monitor the way PIS gives financial advice for the next nine months to ensure the group meets the standards set out in the Enforceable Undertak...
Financial planning
Planners leave amid FOFA pressure and institutional offers....
Financial planning
Former PIS managing director Robbie Bennetts has signed up with Beacon Financial Group, the entity formed by the merger of The Financial Link Group and Titanium Group and...
Financial planning
PIS CEO Pete Walther is stepping down after 18 months with the company....
People & Products
Former Professional Investment Services (PIS) general manager Grahame Evans will join DomaCom as non-executive director....
Editorial
A small number of bad apples in the financial services industry once again managed to attract significant attention in 2012....
People & Products
In line with strategic changes to its operations, Professional Investment Services (PIS) has made three senior management appointments....
People & Products
Professional Investment Services chief executive Peter Walther has outlined a plan to rid the group of the legacy compliance risk issues that dogged it under previous man...
Financial planning
A PIS adviser has been banned for three years for failing to comply with financial services laws....
Editorial
As a number of dealer group heads have found themselves out of a job, Mike Taylor writes that it is symptomatic of the impending death of the traditional financial planni...
Financial planning
Professional Investment Services (PIS) has confirmed to Money Management the departure of chief information officer Len Sanders and the resignation of ASIC concern leader...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...