PIS

Financial planning

Macquarie Private Wealth's Eric Schimpf says a client-centered approach has paid off for Macquarie Equities despite the challenging environment....

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Financial planning

Paul Forbes has resigned as head of product and research for big dealer group Professional Investment Services....

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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...

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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...

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Funds management

Count Financial and Professional Investment Services are adapting to the new world order....

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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....

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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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Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

19 hours ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

19 hours ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

20 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago