PIS
Financial planning
Market volatility calls for a return to one of the simplest tenants of investing, claims PIS....
Financial planning
Up to six independently-owned dealer groups are currently in negotiations with institutions for their acquisition....
Financial planning
Professional Investment Services launches Project 500 in Canada....
Financial planning
The overall number of financial planners has lifted again having recently experienced a slight lull but despite this upward trend Darin Tyson-Chan finds out a few of the ...
Financial planning
The top financial planning firms are also the fastest growing....
Financial planning
Professional Investment Services and DDH Grahame have partnered to provide retail investors with a broader range of investments....
Financial planning
PIS Canada is set to double its business by December....
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
The nation’s largest financial planning dealer group, Professional Investment Services (PIS), has entered an agreement to purchase the external advisory business of Bongi...
Financial planning
Professional Investment Services (PIS) is evaluating a number of potential acquisitions in North America following the successful integration of its Canadian operation....
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
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 weal...
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MARKET INSIGHTS
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...