PIS

Financial planning

Professional Investment Services (PIS) chief executive Robbie Bennetts has emphasised the value of advice from financial planners, criticising scare campaigns from indust...

Financial planning

AAP set to top 200 dealer groups by year's end....

People & Products

Former state manager promoted to national manager....

Financial planning

Debate over role, responsibilities and accountability continues....

Financial planning

Former PIS adviser gets six years imprisonment....

Financial planning

Dealer group taps into corporate super base....

Financial planning

Announces merger with Newpark Financial Services....

Financial planning

Announces merger with Newpark Financial Services....

Life/Risk

Dealer group Gold Financial employs industry icon to drive network....

Financial planning

Dealer group Gold Financial employs industry icon to drive network....

Financial planning

ASIC investigation ends with Manouchehr Tivay placed on a two-year good behaviour bond....

Financial planning

Granted licence that puts it ahead of the local competition....

Financial planning

Business to service more than half of Australia’s boutiques....

Financial planning

Fourth conviction from one company....

Financial planning

Manager set to be appointed....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 6 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

5 days 12 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

1 week 2 days ago
moneymanagement logo