PIS
Financial planning
Macquarie Private Wealth's Eric Schimpf says a client-centered approach has paid off for Macquarie Equities despite the challenging environment....
Financial planning
Paul Forbes has resigned as head of product and research for big dealer group Professional Investment Services....
Financial planning
eJobs Recruitment Specialists has noted a 5.5 per cent drop in national advertised roles in the financial planning industry in the three months to October 31, with job lo...
Financial planning
A number of advisers and dealer group heads have expressed frustration at a perceived lack of support from the funds management industry in protecting advisers against de...
Funds management
Count Financial and Professional Investment Services are adapting to the new world order....
Financial planning
Former PIS authorised representative Simon Jones launches legal action against the firm over alleged unpaid commissions and fees....
Financial planning
Professional Investment Holdings will cut up to 10 per cent of its workforce as it restructures ahead of its proposed merger with Centrepoint Alliance....
Financial planning
National Australia Bank is staying quiet on what it intends to do with the share option it holds over 20 per cent of one of Australia’s biggest dealer groups, Profe...
Financial planning
The chief executive of van Eyk Research, Mark Thomas, has explained the remuneration relationships between some of his research houses’ key dealer group clients and...
Funds management
Professional Investment Holdings has managed to offload a bulky property asset from its books ahead of its proposed merger with Centrepoint Alliance....
Financial planning
The lacklustre recovery from the global financial crisis can be seen in the growth or decline in planner numbers and FUA, writes Benjamin Levy....
Financial planning
Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...
Financial planning
AMP Financial Planning is the largest dealer group by adviser numbers, according to Money Management's Top 100 Dealer Group statistics, which were compiled by DEXX&R....
Financial planning
Professional Investment Holdings' subsidiary company, Associated Advisory Practices, is growing not only in scale, but also in influence among the independent advisory fo...
Financial planning
The grim days of the global financial crisis may have passed, but, as Benjamin Levy reports, there is sufficient uncertainty about sovereign debt and the pace of economic...
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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...