Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
PROFESSIONAL INVESTMENT SERVICES
Financial planning
Professional Investment Services (PIS) is considering whether to settle with clients who lost money in Westpoint’s failed investment schemes rather than face court, acco...
Financial planning
The continuing trend of investment management firms concentrating on either manufacturing or distribution will create a “new independent advice world”, where financial pl...
Financial planning
Large financial planning group Professional Investment Services will fly the heads of dozens of independent dealer groups out to Fiji next month to showcase its new deale...
Financial planning
The FPA will release the final version of its principles to manage conflicts of interest on the day before chief executive Kerrie Kelly leaves her post....
Financial planning
Professional Investment Services is again expanding its operations, this time entering the wholesale market with a business that will provide services to smaller dealer g...
Financial planning
Web Abstract long compulsory...
Financial planning
Macquarie Bank’s advisory services division has announced the creation of a new risk platform, just weeks after Sydney-based Straight Through Solutions became the first A...
Financial planning
Boutique dealer group AAA Financial Group (AAAFG) has expanded its head count to 80 advisers nationally from 10 at the start of the year, and is preparing to launch a mor...
Financial planning
Members of corporate superannuation fund Westscheme will soon have direct access to a scaled-down version of CARM’s GPS financial planning software, recently badged by AM...
Financial planning
UK heavyweight financial services provider Standard Life has signed a six-year contract with First NZ Capital (FNZ) to deliver a wrap service to the independent financial...
Financial planning
AMP advisers will charge negotiable upfront fees of $200 to $700 for the ‘TurningPoint experience’, while the price for AdvicePlus Solutions will be agreed with the clien...
People & Products
Guardian Financial Planning managing director Paul Forbes has been hired by Professional Investment Services, with a brief to drive the growth of its Australian operation...
Financial planning
Tower Australia has appointed former Advance Asset Management head of product Sue Mieog as head of its investment products, as part of an ongoing strategy to strengthen i...
Financial planning
Four national dealer groups have begun trials of a new risk platform, the first of its kind, which has been in development for three years....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...