PIS
Financial planning
A significant new player is about to enter the funds management arena, with Australia’s fastest growing dealer group PIS joining with the former head of Advance Asset Man...
Financial planning
Professional Investment Services’ acquisition of Canadian financial planning chain Generation Financial Corporation is part of the planning group’s international expansio...
Financial planning
Professional Investment Services has given its advisers and clients access to a new income fund that will be managed by Australian Unity Investments....
Financial planning
Aviva has signalled it is on the acquisition trail with a senior appointment to look after future deals....
People & Products
Tower Australia Investments chief executive Grahame Evans is leaving the company to join Professional Investment Services in a senior role....
Financial planning
Professional Investment Services has moved into top spot in the 2005-06 Money Management Top 100 Dealer Group survey, displacing AMP Financial Planning as the nation’s la...
Financial planning
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 financia...
Financial planning
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 deflect...
Financial planning
The Australian Million Dollar Round Table (MDRT) is joining forces with Professional Investment Services (PIS) in a move that should deliver considerable benefits for bot...
Financial planning
Professional Investment Services (PIS) is considering whether to settle with clients who lost money in Westpoint’s failed investment schemes rather than face court, acco...
Financial planning
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 deale...
Financial planning
Professional Investment Services is again expanding its operations, this time entering the wholesale market with a business that will provide services to smaller dealer g...
People & Products
Guardian Financial Planning managing director Paul Forbes has been hired by Professional Investment Services, with a brief to drive the growth of its Australian operation...
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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...