POWERED BY MOMENTUM MEDIA
PIS
Financial planning
Professional Investment Services has appointed ex-Bartercard CEO David Johnstone as its new chief executive....
Financial planning
Potential acquisitions of AFS Group, Total Financial Solutions and Professional Investment Services are still in the wings....
Financial planning
There are significant rewards and opportunities for Australian financial planners who are prepared to transfer their skills overseas....
Financial planning
Litigation funder IMF Australia has reached a conditional settlement on behalf of Westpoint investors against Professional Investment Services (PIS)....
Financial planning
Centrepoint is still interested in PIS, but the due diligence period has been "more involved and time consuming" than expected....
Financial planning
Offshore conferences are still in vogue for a number of the country's biggest dealer groups, with many using them as rewards and incentives for high revenue generating ad...
Financial planning
The managing director of Professional Investment Services (PIS) has questioned the role and value of investment research in light of recent failures in the agribusiness m...
Financial planning
Dealer groups are continuing a shift towards the use of model portfolios across their adviser forces, while Approved Products Lists continue to shrink...
Financial planning
Professional Investment Services, Australian Financial Services and a number of other advisers, including high profile planner David Haintz, have pooled resources to try ...
Financial planning
Dealer groups are considering new platform arrangements in light of proposed reforms to existing payment structures....
Financial planning
Questions about the future direction of one of Australia’s biggest, non-institutionally owned dealer groups may have been resolved last Friday, but PIS' merger partner co...
Financial planning
Professional Investment Holdings announces intention to merge with listed insurance funding company....
Financial planning
As one of FEA's biggest supporters, Professional Investment Services will be heavily involved in the outcome of the agribusiness company's entry into administration....
Financial planning
Professional Investment Services (PIS) has joined the growing list of dealer groups that have committed to remove the commission payments that product providers make to f...
Financial planning
PIS has retracted a number of advice authorities as part of a formal review aimed at reducing business risk....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...