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Financial planning
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
Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators....
Financial planning
High profile IFMA executive Sue Laing has resigned after more than a decade developing the life insurance broking and financial planning group....
Financial planning
Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators. ...
Financial planning
Zurich Financial Services strategic alliance manager Rod Hudson has been promoted into the newly created position of national sales manager....
Financial planning
Professional Investment Services (PIS) has taken the plunge into retail stock broking through a deal signed with online broker E*Trade....
Financial planning
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 Investment Services (PIS) has continued its meteoric rise in financial planning circles with the acquisition of Australia’s biggest life brokerage IFMA...
Financial planning
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...
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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...