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PROFESSIONAL INVESTMENT SERVICES
Editorial
PIS took a reputational hit when ASIC announced it had reached a settlement on matters relating to a class action tied to the collapse of Westpoint....
Financial planning
Dealer group PIS has agreed to compensate clients affected by the Westpoint collapse, but despite reaching an agreement with ASIC, it has not admitted liability....
Financial planning
Professional Investment Services is attempting to reposition the group in anticipation of a possible removal of commission-based income....
People & Products
Professional Investment Services has appointed the final member of its new-look management team, with Kelly Wyman joining as group general manager, services....
Financial planning
A submission by Professional Investment Services to a parliamentary inquiry has pointed to the use of investment platforms as one way of mitigating potential conflicts of...
Top 100
MIKE TAYLOR reports on the winners of the Money Management/CoreData Dealer Group of the Year 2009....
Editorial
It says something about the health of the Australian financial planning industry that Money Management’s 2009 Top 100 Dealer Groups survey has revealed that despite the i...
Financial planning
The removal of payments such as volume rebates will see many of Australia's largest dealer groups collapse, unless they restructure to offer their own products or run int...
Financial planning
Professional Investment Services is reported to be examining its exposure to various managed investment schemes, and is reportedly meeting with a group of its advisers to...
Financial planning
Despite backing the FPA's move on planner remuneration, PIS group managing director Grahame Evans believes an hourly rate payment model for financial planning advice will...
Financial planning
Advice not just about superannuation and campaign damaging perceptions regarding superannuation, the role of financial advisers and comprehensive advice. ...
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
Financial planning software developed that aims to reduce the risk associated with margin lending advice....
Financial planning
AAP set to top 200 dealer groups by year's end....
Financial planning
Former PIS adviser gets six years imprisonment....
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MARKET INSIGHTS
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...