PROFESSIONAL INVESTMENT SERVICES
Financial planning
While the benefits of limited advice are being touted as the new way forward, Professional Investment Services has announced a new series of seminars based on giving clie...
Financial planning
The Financial Services Council (FSC) is already emerging as a beneficiary of the Financial Planning Association's (FPA's) drive to become a professional association, with...
Financial planning
Count has lifted its stake in PIS parent, Centrepoint Alliance, closer to 10 per cent....
People & Products
Professional Investment Services (PIS) has announced the appointment of Mark Stubbings as first head of risk - a newly created position within the group's senior ranks....
Financial planning
Century Funds Management has failed to replace Opus Capital as manager of the troubled Opus 21 property fund, after an insufficient number of unitholders voted on the mat...
Financial planning
Professional Investment Services has commissioned a report examining a proposed takeover of the Opus 21 property fund by Century Funds Management – a report Opus ha...
Financial planning
Count Financial is acquiring a strategic 8.25 per cent stake in Professional Investment Services (PIS) parent entity Centrepoint Alliance, according to a Christmas Eve an...
Financial planning
ASIC accepted an enforceable undertaking from Professional Investment Services in December due to concerns over the firm’s compliance with its legal obligations....
Financial planning
Macquarie Private Wealth's Eric Schimpf says a client-centered approach has paid off for Macquarie Equities despite the challenging environment....
Financial planning
Professional Investment Holdings will soon join the likes of competitors Count Financial and WHK, becoming a listed entity via its merger with Centrepoint Alliance....
Financial planning
Paul Forbes has resigned as head of product and research for big dealer group Professional Investment Services....
Financial planning
Professional Investment Holdings (PIH), the parent company of one of Australia’s largest non-institutionally owned dealer groups, has removed one of the final obsta...
Financial planning
Former Aviva Australia chief executive Allan Griffiths has resurfaced with the company in Singapore....
Editorial
Financial planners may be upset with the major institutions for failing to counteract the negative campaign by the industry super funds, but now the focus must be on the ...
Financial planning
The Future of Financial Advice reforms will see the end of commissions and the introduction of fee-for-service for planners. Mike Taylor hosts a roundtable to discuss wha...
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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...