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PROFESSIONAL INVESTMENT SERVICES
Financial planning
As one of FEA's biggest supporters, Professional Investment Services will be heavily involved in the outcome of the agribusiness company's entry into administration....
Financial planning
Professional Investment Services (PIS) has joined the growing list of dealer groups that have committed to remove the commission payments that product providers make to f...
People & Products
WB Financial has appointed David Keys as its new chief executive officer....
Financial planning
PIS has retracted a number of advice authorities as part of a formal review aimed at reducing business risk....
Financial planning
PIS has signed a joint venture agreement that will give it entry to the cash management space....
People & Products
Professional Investment Services will appoint a new chief executive for its advice business, with co-founder and chief executive Robbie Bennetts to take a step back from ...
People & Products
Professional Investment Services has announced the addition of four new members to its management team, with key research, compliance, adviser services and practice recru...
Financial planning
One hundred members of the Association of Independently-Owned Financial Planners will be in Vietnam this weekend for the association's two-day annual conference....
Financial planning
Professional Investment Services (PIS) is seeking to buy its advisers' shares in subsidiary funds management business Ventura Investment Management in an effort to remove...
Financial planning
The Federal Court has issued consent orders that Refund Home Loans and its director, Wayne Ormond, made false and misleading statements to franchisees, according to the A...
People & Products
Head of Macquarie Adviser Services Neil Roderick has taken on a new role as Macquarie Banking and Financial Services group chief operating officer....
Financial planning
State Trustees ordered to pay $13.5 million compensation to Westpoint investors....
Financial planning
A case has been filed in the Federal Court against Professional Investment Services (PIS) and one of its authorised representatives....
People & Products
Professional Investment Services is recruiting for a number of people to fill key compliance, research and product development functions within its head office....
Editorial
The executive chairman of Count Financial, Barry Lambert, recently demonstrated the degree to which consolidation has become a focal point in the Australian financial ser...
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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...