PIS

Financial planning

Consolidators blaze a trail to destruction?

Without doubt, the biggest news in the financial planning business over the past two years has been the rise and rise of the consolidators....

Financial planning

PIS enters the consolidator race

Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators....

Financial planning

Laing resigns

High profile IFMA executive Sue Laing has resigned after more than a decade developing the life insurance broking and financial planning group....

Financial planning

PIS forms new consolidator

Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators. ...

Financial planning

Hudson lands top Zurich sales job

Zurich Financial Services strategic alliance manager Rod Hudson has been promoted into the newly created position of national sales manager....

Financial planning

PIS takes on stock broking

Professional Investment Services (PIS) has taken the plunge into retail stock broking through a deal signed with online broker E*Trade....

Financial planning

PIS closes in on industry leaders

Professional Investment Services (PIS) is quickly establishing itself as the dealer group to watch in the coming year with two corporate plays in the past fortnight pushi...

Financial planning

Professional continues acquisitions

Professional Investment Services (PIS) has continued its meteoric rise in financial planning circles with the acquisition of Australia’s biggest life brokerage IFMA...

Financial planning

Grass is greener on the PIS side

Three years ago, it was a small blip on the financial planning radar screen. Today, Professional Investment Services is a powerhouse of financial planning and has plans t...