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PROFESSIONAL INVESTMENT SERVICES
Financial planning
Hedge Funds of Australia (HFA) has been given the thumbs up by van Eyk Re-search, unlocking the product for about 700 advisers who require the research to recommend the p...
Funds management
Hedge Funds of Australia (HFA) has been given the thumbs up by van Eyk Re-search, unlocking the product for about 700 advisers who require the research to recommend the p...
Financial planning
Professional Investment Services (PIS) is quickly establishing itself as the dealer group to watch in the coming year with two corporate plays in the past fortnight pushi...
Financial planning
Professional Investment Services (PIS) has continued its meteoric rise in financial planning circles with the acquisition of Australia’s biggest life brokerage IFMA...
Accounting
Money Management’s inaugural Top 100 dealer survey has proved what many in the industry have long suspected – that accountants are fast gaining a foothold in the industry...
Financial planning
The mission by the financial services giants to dominate the financial planning in-dustry is now complete. The Money Management Top 100 dealer group survey has revealed t...
Financial planning
The mission by the financial services giants to dominate the financial planning industry is now complete....
Financial planning
Three years ago, it was a small blip on the financial planning radar screen. Today, Professional Investment Services is a powerhouse of financial planning and has plans t...
Financial planning
A new “reverse” mortgage has been launched where financial planners and accountants build their own home loan packages instead of picking from a range of pre-prepared pro...
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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...