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Financial planning
The financial planning arm of the HSBC bank has signed the Aviva-owned Navigator master trust as one of only three preferred platforms for its advisers....
Financial planning
The battle for the future of Australia’s second largest dealer group, Professional Investment Services, has been won by Aviva, with the financial services company proposi...
Financial planning
Three quarters of financial planning clients do not see a need for addition regulation, and while a surprising number actually read Statements of Advice, only 11 per cent...
Financial planning
Four institutions are now in the running to buy Professional Investment Services (PIS) after another industry heavy weight threw its hat into the ring last week as the ra...
Financial planning
A sale of Australia’s second largest dealer group is looking ever more likely after its shareholders voted to continue talks with interested parties, as well as keep thei...
Financial planning
A message to Robbie Bennetts from those who should know: be careful what you list for....
Financial planning
Australia’s second largest dealer group has confirmed the scepticism of market analysts by all but abandoning plans for a proposed public listing....
Financial planning
Financial planning business management group CARM has struck a deal with Professional Investment Services to provide the dealer firm’s network of over 1,200 planners with...
Funds management
Boutique property group SAITeysMcMahon is aiming to take advantage of what it calls a structural shift towards unlisted property by significantly extending the reach of i...
Financial planning
If confirmation of the ‘cleansing’ nature of recent regulatory and legislative changes was needed then this year’s Top 100 Dealer Groups will provide clear evidence with ...
Financial planning
For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...
Financial planning
Professional Investment Services shareholders will decide on whether to publicly float the group at its annual general meeting in October with strong profit growth this y...
Financial planning
Professional Investment Services’ 90-day business and activity model that ran from March through to May has boosted the revenue of participating firms by up to 50 per cen...
Financial planning
Institutionally-owned financial planning groups still dominate the list of fastest growing dealer groups, taking eight out of the top 10 places on the list. But while the...
Financial planning
Professional Investment Services (PIS) has appointed former Sealcorp national sales manager Matthew Dell to the role of New South Wales state manager, replacing Adrian As...
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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...
So we are now underwriting criminal scams?...