PIS

Financial planning

PIS has signed a joint venture agreement that will give it entry to the cash management space....

Financial planning

PIS will be in the market to recruit a new chief executive following a decision by Robbie Bennetts to step back from operational matters....

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People & Products

Professional Investment Services will appoint a new chief executive for its advice business, with co-founder and chief executive Robbie Bennetts to take a step back from ...

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Financial planning

Concerns around high commissions and the general outlook see PIS drop agribusiness managed investment schemes from its APL....

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People & Products

Professional Investment Services has announced the addition of four new members to its management team, with key research, compliance, adviser services and practice recru...

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Financial planning

Professional Investment Services (PIS) is seeking to buy its advisers' shares in subsidiary funds management business Ventura Investment Management in an effort to remove...

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Financial planning

The Federal Court has issued consent orders that Refund Home Loans and its director, Wayne Ormond, made false and misleading statements to franchisees, according to the A...

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Financial planning

A case has been filed in the Federal Court against Professional Investment Services (PIS) and one of its authorised representatives....

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People & Products

Professional Investment Services is recruiting for a number of people to fill key compliance, research and product development functions within its head office....

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Financial planning

Professional Investment Services had a rough ride throughout the global financial crisis. Lucinda Beaman spoke with chief executive Robbie Bennetts about the company’s fu...

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Editorial

The group's latest financial results reveal the extent to which the company suffered during the financial crisis....

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Financial planning

PIS-owned All Star Funds has added a new fund to its stable with the inclusion of the All Star Nomura China Fund....

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Financial planning

Dealer groups with a mission to grow should be cautious of the risks larger planner numbers have on compliance, Avenue Capital Management director of compliance Mark Lewi...

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Financial planning

According to the results of a recent shadow shop, consumers steer away from in-house bank planners when it comes to financial advice....

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Financial planning

New system will allow payment of fees by a range of methods from credit card through to direct debit....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago