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PROFESSIONAL INVESTMENT SERVICES
Financial planning
The holding company of Professional Investment Services has sought external help in determining the future direction of the dealer group, which could include listing on t...
Financial planning
Orchard Funds Management, formerly SAITeysMcMahon, is on the verge of launching a fund that invests in social infrastructure, which it believes can deliver similar return...
Financial planning
Estate planning is one of the most important areas of a financial plan but is often overlooked by advisers, according to AXA national development manager Steve Currie....
Financial planning
Australia’s largest financial planning group, Professional Investment Services, has signed a deal with Skandia that gives the dealer group the green light to provide weal...
Financial planning
Professional Investment Services’ acquisition of Canadian financial planning chain Generation Financial Corporation is part of the planning group’s international expansio...
Financial planning
Professional Investment Services has given its advisers and clients access to a new income fund that will be managed by Australian Unity Investments....
People & Products
Tower Australia Investments chief executive Grahame Evans is leaving the company to join Professional Investment Services in a senior role....
Financial planning
Professional Investment Services has moved into top spot in the 2005-06 Money Management Top 100 Dealer Group survey, displacing AMP Financial Planning as the nation’s la...
Financial planning
Professional Investment Services has purchased a Hong Kong dealer group, even as it is on the verge of cancelling its proposed purchase of a North American-based financia...
Financial planning
After last week revealing it would consider settling out of court with clients who lost funds in Westpoint’s failed products, Professional Investment Services has deflect...
Financial planning
The Australian Million Dollar Round Table (MDRT) is joining forces with Professional Investment Services (PIS) in a move that should deliver considerable benefits for bot...
Financial planning
Financial planners have sought legal advice over the role of the auditors of Westpoint in an attempt to recover client funds invested in the failed mezzanine property fun...
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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...