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Financial planning
Professional Investment Services (PIS) has seen its plan to buy 50 per cent of a US dealer group fall through after negotiations faltered during the due diligence process...
Financial planning
Associated Planners is set to become the next Australian institution to make a move into the budding Asian financial services market, with the group preparing to sign off...
Life/Risk
Professional Investment Services (PIS) is moving against broad industry trends to add risk insurance and taxation services within financial planning businesses....
Financial planning
Ventura Investment Management Limited, the joint venture between Professional Investment Services and Frank Russell, have appointed Tom Lawton as the group’s general mana...
Financial planning
Hundreds of advisers around the country have being forced to quit the financial planning industry after failing to comply with the new compulsory education requirements u...
Financial planning
The names may be different thanks to buyouts and mergers, but, as SIMON SEGAL reports, not that much has changed in this year’s Top 100....
Financial planning
The make up of professionals filling the rungs of the Top 100 ladder are changing. JULIE BENNETT investigates exactly who is in the financial planning mix of 2002....
Financial planning
AMP FINANCIAL Planning has made it four in a row after once again topping the Money Management’s Top 100 Dealer Group survey, despite the fact its planner numbers dropped...
Financial planning
BT Funds Management will face even further scrutiny of its acquisition by Westpac, with Australia’s major financial planning dealerships reviewing whether to pull their i...
Financial planning
Oasis Asset Management has struck its sixth client deal, with Avenue Asset Management becoming the latest firm to sign up for its customised financial planning products....
Financial planning
Professional Investment Services (PIS) has purchased the first online practice management manual produced in Australia with plans to roll it out across its dealer group....
Financial planning
Independent dealer group Professional Investment Services (PIS) has expanded its research offering by signing up Lonsdale Securities and Van Eyk as preferred research sup...
Financial planning
WHILE Associated Planners’ Solar product remains the only risk master trust product currently in the market, the news last month that Professional Investment Services (PI...
Financial planning
The drought on the risk master trust front has been broken by the news that Professional Investment Services will launch a risk master trust product. FIONA MOORE reports ...
Financial planning
PROFESSIONAL Investment Services (PIS) will further integrate its accountancy consolidator business Professional Accountants Limited (PAL) into the planning business, aft...
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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...