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PIS
People & Products
Dealer group Professional Investment Services (PIS) has announced a restructure of support for risk-focused practices with a number of new appointments – an initiat...
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...
People & Products
Dealer group Professional Investment Services (PIS) has added industry veteran Barry Strapps to its senior ranks, appointing him as new practice development manager....
Policy & Regulation
PIS managing director Grahame Evans warns of creating a return to tied-agency arrangements and the death of boutiques....
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...
People & Products
Professional Investment Services (PIS) has reinforced its risk team with the appointment of Peter Nielsen, who will have the geographic responsibility for the dealer grou...
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....
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...
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...
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
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
ASIC accepted an enforceable undertaking from Professional Investment Services in December due to concerns over the firm’s compliance with its legal obligations....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....