PIS
Financial planning
Grahame Evans is to depart his role as general manager at Professional Investment Services (PIS)....
People & Products
Professional Investment Services (PIS) has announced the appointment of Len Sanders as chief information officer....
Financial planning
Unaligned dealer groups cannot establish in-house funds management businesses and hope to maintain their independence, according to Tupicoffs partner Neil Kendall....
People & Products
PIS has appointed former FSP standards manager Steve Quine to manage risk and professional standards within the group, less than a week after several staff including the ...
People & Products
Former PIS managing director Robbie Bennetts has recruited a number of long-term senior PIS staffers to join his new Gold Coast based start-up, Robbie Bennetts Enterprise...
Financial planning
Professional Investment Services (PIS) has contracted Zenith to provide an annual review of the dealer group's approved product list (APL) and its internal research proce...
Financial planning
Professional Investment Services (PIS) has contracted Zenith to provide an annual review of the dealer group's approved product list (APL) and its internal research proce...
Policy & Regulation
Professional Investment Services has warned of PI inconsistencies in the FOFA legislation best interests provisions....
Policy & Regulation
Professional Investment Services (PIS) warns that Shorten's approach of introducing FOFA in tranches has inherent dangers....
Financial planning
The Boutique Financial Planning Principals Group believes Count and PIS financial planners may see merit in the boutique environment....
Financial planning
The Boutique Financial Planning Principals Group believes Count and PIS financial planners may see merit in the boutique environment....
People & Products
Professional Investment Services selects former Marsh executive as its new CEO....
Top 100
As dealer groups prepare for the new regulatory environment, Benjamin Levy explains the story behind the results of the Top 100 Dealer Groups Survey....
Financial planning
With increased volatility, there have been many changes in the dealer group space, both in terms of adviser numbers and funds under advice. Angela Welsh reports on events...
Editorial
It is now becoming increasingly clear that one of the major consequences of the Government’s Future of Financial Advice (FOFA) changes will be further industry consolidat...
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MARKET INSIGHTS
Podcast
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...