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PIS
Financial planning
Professional Investment Services (PIS) and Frank Russell have struck a deal to develop a new funds management group, Ventura Investment Management Limited....
Financial planning
Professional Investment Services (PIS) will launch its own master trust but denies it will cannibalise funds from other products on the dealer group’s approved list....
Financial planning
Professional Investment Services (PIS) has made the first concrete move of its expansion plans in Singapore with the acquisition of the 195 member strong agency sales for...
Financial planning
Professional Investment Services (PIS) accounting arm Professional Accounting Limited (PAL) has cancelled a planned acquisition and expansion after failing to secure adeq...
Financial planning
Life advisers are still a major force in planning and despite the impact of industry change their numbers have not declined. Simon Segal examines who held fast in the pas...
Financial planning
Boutiques dealer groups have staked their claim by grabbing high net worth clients as well as some of the best advisers. John Wilkinson breaks down the data and finds man...
Financial planning
While this year’s Top 100 dealer survey does not feature any large acquisitions there was plenty of action still occurring among those who scored a place in the rankings....
Financial planning
Professional Investment Services (PIS) has signed 200 financial planners and life brokers in the past 12 months from more than 15 dealer groups Australia, with expansion ...
Financial planning
A number of well known financial planning figures from the local industry are stranded in the US after the Financial Planning Association in America cancelled its annual ...
Financial planning
Late last year, Mercantile Mutual announced the engagement of its two accounting based financial planning groups. Stuart Engel discovers a very different regime at the ne...
Financial planning
Professional Investment Services plans to list on the Australian Stock Exchange (ASX) before the end of the next financial year....
Financial planning
Professional Investment Services (PIS) has signed up with Australian Finance Group (AFG) to provide mortgage broking throughout its network of financial planners....
Financial planning
Yet another consolidator has emerged and will list on the Australian Stock Exchange in the next few weeks....
People & Products
Former AMP corporate superannuation boss Grahame Evans has been recruited to head up Professional Investment Services’ recently formed consolidator group Professional Acc...
Financial planning
The Financial Services Reform Bill reforms will have a significant impact on the operations of life insurance agents. Nicole Szollos looks at some of the changes already ...
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Podcast
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...