PIS
Financial planning
Investment Diversity, the group launched by former Navigator managing director Mat Walker in November last year, has signed up eight dealer groups to its online integrate...
Financial planning
The Victorian based Australian Financial Services (AFS) dealer group is making a considered push to set up a master trust exclusively for risk insurance products....
People & Products
Professional Investment Advisory Services (PIAS), the Singaporean arm of Queensland-based dealer group Professional Investment Services (PIS) has relocated chief executiv...
Financial planning
Where would you find more CFPs: at a large dealer group or a boutique? Lucie Beaman has the answer....
Financial planning
Professional Investment Services (PIS) has struck a deal with St George to offer banking services through the dealer group’s financial planning offices....
Financial planning
Accountants and financial planners work in the same space but often don’t see eye to eye. Jason Spits finds out where the stumbling blocks are and what planners can do to...
People & Products
Professional Investment Services (PIS), Australia's second largest financial planning network, is close to expanding its international presence with the launch of new ope...
Financial planning
Macquarie Bank has partnered with financial planning group, Professional Investment Services to launch a new six-year capital protected Australian equities investment pro...
Financial planning
Almost seven years ago Robbie Bennetts met with the founding accountants and financial planners who were to become the first advisers within Professional Investment Servi...
Financial planning
The fastest growing dealers are at the big end of town, but so are those with falling numbers. As Ben Abbott discovered, scale does not guarantee success....
Funds management
Big names may own most of the distribution in Australia – but, as Julie Bennett writes, boutiques hold the next significant space....
Financial planning
The issue of ownership is back on the agenda after recent industry surveys but, as Jason Spits reports, the more things change, the more they stay the same....
Editorial
In the past 12 months Singapore’s financial services industry has begun to swell as Australian groups spread their wings into Asia. As Kate Kachor reports, Singapore is n...
Financial planning
The Australian Securities and Investments Commission (ASIC) has continued with its crackdown on the financial planning industry, permanently banning two more people from ...
Financial planning
A former AMP financial planner, Harold Frederick Baxter Moses, has appeared in the Sydney Local Court charged with four counts of cheating and defrauding his clients and ...
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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...