POWERED BY MOMENTUM MEDIA
PROFESSIONAL INVESTMENT SERVICES
Financial planning
DKN Financial Group has reinforced that it is not concerned about the possible removal of volume rebates between platforms and dealer groups, signing a new five-year cont...
Financial planning
The merger between Professional Investment Holdings, parent company of PIS, and listed company Centrepoint Alliance has been confirmed....
Financial planning
Potential acquisitions of AFS Group, Total Financial Solutions and Professional Investment Services are still in the wings....
Financial planning
Litigation funder IMF Australia has reached a conditional settlement on behalf of Westpoint investors against Professional Investment Services (PIS)....
Financial planning
Centrepoint is still interested in PIS, but the due diligence period has been "more involved and time consuming" than expected....
Financial planning
Professional Investment Holdings (PIH), the parent company of one of the country's largest non-institutionally owned dealer groups, has confirmed it has partnered with Cr...
Financial planning
Offshore conferences are still in vogue for a number of the country's biggest dealer groups, with many using them as rewards and incentives for high revenue generating ad...
Financial planning
The managing director of Professional Investment Services (PIS) has questioned the role and value of investment research in light of recent failures in the agribusiness m...
Financial planning
Dealer groups are continuing a shift towards the use of model portfolios across their adviser forces, while Approved Products Lists continue to shrink...
Financial planning
PIS will be forced into a new era of transparency if the proposed merger between its parent company and listed premium funding company Centrepoint Alliance takes place....
Financial planning
Dealer groups are considering new platform arrangements in light of proposed reforms to existing payment structures....
People & Products
Elixir Consulting has seen such an increase in demand over the last year that it has expanded with the introduction of three new consultants....
Financial planning
Questions about the future direction of one of Australia’s biggest, non-institutionally owned dealer groups may have been resolved last Friday, but PIS' merger partner co...
Financial planning
Professional Investment Holdings announces intention to merge with listed insurance funding company....
Financial planning
A battle for the hearts and minds of agribusiness MIS investors has been raging following Forest Enterprises Australia’s entry into administration and receivership....
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...