PROFESSIONAL INVESTMENT SERVICES

Financial planning

The Boutique Financial Planning Principals Group believes Count and PIS financial planners may see merit in the boutique environment....

image
Financial planning

The Boutique Financial Planning Principals Group believes Count and PIS financial planners may see merit in the boutique environment....

image
Financial planning

With increased volatility, there have been many changes in the dealer group space, both in terms of adviser numbers and funds under advice. Angela Welsh reports on events...

image
Policy & Regulation

Concerns have been raised that mid-level planning firms could be eliminated in the wake of the Government's Future of Financial Advice (FOFA) reforms....

image
People & Products

Professional Investment Services (PIS) founder, Robbie Bennetts, will undertake a part-time role within the group, moving away from his full-time duties effective 31 July...

Financial planning

Although MLC has been open in its plans to target AXA-aligned planning firms that may be disenchanted following the bank's merger with AMP, many of those businesses say t...

image
Policy & Regulation

PIS managing director Grahame Evans warns of creating a return to tied-agency arrangements and the death of boutiques....

image
Editorial

A strong line of argument is being pursued by sections of the financial planning industry that the Government has been focusing its Future of Financial Advice (FOFA) chan...

image
Financial planning

The mooted penalties that could apply to breaches of components of the Government's Future of Financial Advice (FOFA) reforms have drawn criticism from across the industr...

Financial planning

The mooted penalties that could apply to breaches of components of the Government's Future of Financial Advice (FOFA) reforms have drawn criticism from across the industr...

Editorial

Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...

image
Financial planning

Professional Investment Services (PIS) has warned that any statutory compensation scheme targeted solely at advisers and not the entire value chain is destined to fail....

image
Financial planning

Morningstar's co-head of fund research has been named Money Management Young Achiever of the Year 2011....

image
Financial planning

The structure of agribusiness managed investment schemes (MIS) would need to change radically before they become attractive again to financial advisers, according to Prof...

image
Editorial

With the major institutions and dealer groups having actively encouraged their financial planners to vote 'yes' to the Financial Planning Association's (FPA's) constituti...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

7 hours 49 minutes ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 2 hours ago
Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 5 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago