PROFESSIONAL INVESTMENT SERVICES
Financial planning
MLC dealer group scores three new practices, two from PIS....
Financial planning
New funds give investors global exposure....
Financial planning
Robbie Bennetts has upped the ante in his quest to take Australian financial planning global....
Financial planning
Financial services firm Professional Investment Services (PIS) has launched a training program to attract new recruits straight out of university....
Financial planning
Market volatility calls for a return to one of the simplest tenants of investing, claims PIS....
Financial planning
Multiplex Capital’s ‘ask and you shall receive’ strategy has paid off....
Financial planning
The top financial planning firms are also the fastest growing....
Financial planning
Professional Investment Services and DDH Grahame have partnered to provide retail investors with a broader range of investments....
Accounting
In addition to its expansion via acquisition, Professional Investment Services (PIS) has also announced it is courting more accountancy practices in a push to expand its ...
Financial planning
The nation’s largest financial planning dealer group, Professional Investment Services (PIS), has entered an agreement to purchase the external advisory business of Bongi...
Never miss the latest news and developments in wealth management industry
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...