POWERED BY MOMENTUM MEDIA
PROFESSIONAL INVESTMENT SERVICES
Funds management
Count Financial and Professional Investment Services are adapting to the new world order....
Superannuation
Financial planners who delayed their retirement plans as the financial crisis hit are now starting to come back to market....
Policy & Regulation
The Government’s Future of Financial Advice (FOFA) reforms carry with them the risk of tilting the financial advice industry in favour of the major institutional pl...
Financial planning
National Australia Bank has declined to act on a 20 per cent share option it held over the parent company of Professional Investment Services, but the existing relationsh...
Financial planning
Former PIS authorised representative Simon Jones launches legal action against the firm over alleged unpaid commissions and fees....
Financial planning
Professional Investment Holdings will cut up to 10 per cent of its workforce as it restructures ahead of its proposed merger with Centrepoint Alliance....
Financial planning
National Australia Bank is staying quiet on what it intends to do with the share option it holds over 20 per cent of one of Australia’s biggest dealer groups, Profe...
Funds management
Around 90 Westpoint investors and former clients of Glenhurst Corporation are about to receive their share in compensation for their failed investments....
Financial planning
The chief executive of van Eyk Research, Mark Thomas, has explained the remuneration relationships between some of his research houses’ key dealer group clients and...
Financial planning
Accountant advisers are preparing their arguments against reforms which would see them prohibited from receiving any form of asset based fee, from as early as 1 July next...
Funds management
Professional Investment Holdings has managed to offload a bulky property asset from its books ahead of its proposed merger with Centrepoint Alliance....
Financial planning
The Association of Financial Advisers is pushing ahead with a lobby group aimed at defining the ‘nuances’ of proposed regulatory reforms to the advice industr...
Financial planning
Listed premium insurance funding company Centrepoint Alliance has told the market it won’t break even for the six months to 30 June 2010, as a result of costs assoc...
Financial planning
Professional Investment Holdings' subsidiary company, Associated Advisory Practices, is growing not only in scale, but also in influence among the independent advisory fo...
Financial planning
Major firms represented in new accountant planner group....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...