PROFESSIONAL INVESTMENT SERVICES
Financial planning
Former PIS boss Robbie Bennetts claims ASIC lacks an understanding of the financial services sector, is unwilling to listen and is not trusted and respected by the financ...
Editorial
ANZ’s Global Wealth division underwent an executive reshuffle earlier this year, with its managing director of advice and distribution Paul Barrett leaving the group afte...
People & Products
Centrepoint Alliance makes further changes to executive line-up, naming new CFO and company secretary....
Financial planning
PIS owner Centrepoint Alliance expands suite of companies with completion of purchase of Associated Advisory Practices....
Financial planning
Two businesses specialising in providing support to small licensees said they were experiencing significant growth due to dealer group dissatisfaction and FOFA. ...
Editorial
The parent group of Professional Investment Services (PIS), Centrepoint Alliance, has stated that profit and assets for 2013 will be impacted by between $3 million to $5 ...
Financial planning
ASIC claims it had concerns about the quality of financial advice being delivered in Australia before the collapse of Storm and the Commonwealth FP enforceable undertakin...
Top 100
While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...
Financial planning
PriceWaterhouseCoopers will monitor the way PIS gives financial advice for the next nine months to ensure the group meets the standards set out in its Enforceable Underta...
Financial planning
An independent expert will monitor the way PIS gives financial advice for the next nine months to ensure the group meets the standards set out in the Enforceable Undertak...
Financial planning
The so-called “fifth pillar” of Australia’s banking sector, AMP, now owns the two biggest dealer groups in Australia....
Financial planning
Planners leave amid FOFA pressure and institutional offers....
Financial planning
Newly-formed dealer group Beacon Financial Group has signed on to use OneVue’s Unified Managed Account (UMA) investment platform. ...
Financial planning
PIS CEO Pete Walther is stepping down after 18 months with the company....
Financial planning
Centrepoint Alliance managing director Tony Robinson departs the business and will be replaced by John De Zwart....
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Podcast
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...