PROFESSIONAL INVESTMENT SERVICES
Financial planning
Mortgage broking wholesaler Australian Finance Group (AFG) is considering listing on the Australian Stock Exchange to capitalise on the explosive growth in the mortgage b...
People & Products
Former AMP corporate superannuation boss Grahame Evans has been recruited to head up Professional Investment Services’ recently formed consolidator group Professional Acc...
Financial planning
Without doubt, the biggest news in the financial planning business over the past two years has been the rise and rise of the consolidators....
Financial planning
Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators....
Financial planning
High profile IFMA executive Sue Laing has resigned after more than a decade developing the life insurance broking and financial planning group....
Financial planning
Professional Investment Services (PIS) has formed its own consolidator group, Professional Accountants Ltd (PAL), in response to competition from other consolidators. ...
Financial planning
Zurich Financial Services strategic alliance manager Rod Hudson has been promoted into the newly created position of national sales manager....
Financial planning
Professional Investment Services (PIS) has taken the plunge into retail stock broking through a deal signed with online broker E*Trade....
Financial planning
Lynx Financial Services has set its sights on becoming one of the country’s biggest dealer groups with plans to grow adviser numbers to 250 within the next 18 months....
Financial planning
Australia’s biggest financial planning groups are lining up to grab a share of the e-commerce space by launching online share trading services....
Financial planning
Tower is to offer its advisers equity in its distribution businesses under a radical shake-up of its distribution operations announced yesterday in New Zealand....
Financial planning
Australia's master trusts and wrap accounts are about to undergo a massive shake-up which will leave only five left standing....
Financial planning
Two years ago, Advisor Investment Services was going through one of the most turbulent periods in its 18 year history. Today, the group has steadied and is back in the bl...
Financial planning
The Royal & SunAlliance group will not rule out further acquisitions, following the purchase of the remaining 40 per cent of master trust group Connelly Temple....
Financial planning
The Royal & SunAlliance group will not rule out further acquisitions, following the purchase of the remaining 40 per cent of master trust group Connelly Temple....
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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...