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Financial planning
Professional Investment Services has made a move into the software business, buying a 25 per cent stake in New Zealand-based Risk Management Solutions....
Financial planning
Tower Australia has appointed former Advance Asset Management head of product Sue Mieog as head of its investment products, as part of an ongoing strategy to strengthen i...
Financial planning
Professional Investment Services has revealed another plank of its strategy for offshore expansion, announcing plans for a new business servicing offshore financial advis...
Financial planning
Professional Investment Services has confirmed it is in negotiations to buy a US-based financial planning group, in a move that could result in Australia’s second largest...
Financial planning
The new celebrity backed dealer group launched by Professional Investment Services has set itself the ambitious target of having $10 billion under advice within five to s...
Financial planning
The final hurdle confronting Aviva’s planned purchase of a 20 per cent stake in Professional Investment Services (PIS) has been cleared, with the UK insurance giant confi...
Financial planning
MLC has finalised a deal giving it 100 per cent ownership of a Hong Kong-based wealth management business for a purchase price of $148 million....
Financial planning
Professional Investment Services will next week finalise a deal to take an equity stake in a Malaysian financial planning practice, and is poised for further expansion ac...
Financial planning
Professional Investment Services will next week finalise a deal to take an equity stake in a Malaysian financial planning practice, and is poised for further expansion ac...
Financial planning
The departure of Grahame Evans after five years as managing director at Professional Investment Services was “perfectly timed”, according to chief executive Robbie Bennet...
Financial planning
You would expect big dealer groups to dominate any list of the fastest growing businesses in financial planning where the results - like ours - are based on growth in adv...
Financial planning
The country’s largest dealer groups lost the most financial planners in 2004 and according to most of them, Financial Services Reform was to blame....
Financial planning
The part sale of Professional Investment Services (PIS) is beginning to cast aspersions on the future of the country’s other large independent dealer group, Count Financi...
Financial planning
You would think Barry Lambert has flown the flag of independence boldly and proudly enough over the past few years to well and truly bury any question he might consider s...
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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...