PIS
Financial planning
THE main opposition groups to the Australian Taxation Office’s (ATO) crackdown on mass marketed tax effective schemes have combined to form a peak industry body in order ...
Financial planning
Professional Investment Services (PIS) has confirmed they are working towards launching a risk master trust and are currently in talks with a number of risk providers in ...
Financial planning
Australia’s largest independently owned dealer group, Professional Investment Services (PIS), has restructured its management team which will see the further integration ...
Financial planning
Australia’s financial services industry is known for its competitive nature, its willingness to out wit, out perform and out launch its opposition. However, it seems out ...
Financial planning
The Norwich Union group has teamed up with Australia’s largest independently owned dealer group, Professional Investment Services (PIS), to distribute its flagship master...
Financial planning
The Professional Investment Services (PIS) dealer group is close to signing two joint venture deals with major institutional players in both Canada and America....
People & Products
The Frank Russell Company has formed a new alliance to distribute its series of multi-manager fund through the Associated Planners dealer group amidst continuing speculat...
People & Products
The Frank Russell Company has formed a new alliance to distribute its series of multi-manager fund through the Associated Planners dealer group amidst continuing speculat...
Financial planning
Australian based companies are preparing to capture a bigger slice of the burgeoning market for financial services in Asia with at least three major organisations making ...
Financial planning
The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...
Financial planning
For some time I have been confused by industry experts arguing that there will be an increase in the number of DIY and small dealer groups, when most other financial part...
Financial planning
Oasis Asset Management is pushing further into the wrap and master trust outsourcing arena after signing its fourth partnership deal and making no secret about being in t...
Financial planning
Ventura Investment Management, the new funds management arm of dealer group Professional Investment Services (PIS), has been given its first taste of credibility with new...
Financial planning
A former adviser with Professional Investment Services has made an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) not to act as an...
Financial planning
The Westpac Banking Corporation is believed to be preparing to launch a new financial planning dealer group that will be staffed exclusively by independent financial advi...
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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...