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PROFESSIONAL INVESTMENT SERVICES
Financial planning
Professional Investment Services has revealed another plank of its strategy for offshore expansion, announcing plans for a new business servicing offshore financial advis...
Financial planning
The FPA has stepped up the pressure on its members over soft dollar payments, asking them to prove they are complying with a new code of conduct....
Financial planning
Professional Investment Services has confirmed it is in negotiations to buy a US-based financial planning group, in a move that could result in Australia’s second largest...
Financial planning
The new celebrity backed dealer group launched by Professional Investment Services has set itself the ambitious target of having $10 billion under advice within five to s...
Financial planning
A 15 planner-strong dealer group specialising in advising school teachers is the next of a recent spate of advisory businesses to badge Aviva’s Navigator platform....
Financial planning
The final hurdle confronting Aviva’s planned purchase of a 20 per cent stake in Professional Investment Services (PIS) has been cleared, with the UK insurance giant confi...
Financial planning
MLC has finalised a deal giving it 100 per cent ownership of a Hong Kong-based wealth management business for a purchase price of $148 million....
Financial planning
The success of a dealer group is often measured by adviser numbers. However, examining the assets of the dealer group – that is, the funds under advice and the productivi...
Financial planning
The 10 largest dealer groups in Australia added 475 advisers during the year to March 31, maintaining their share of advisers in the Top 100 dealer groups at 50 per cent,...
Financial planning
Professional Investment Services will next week finalise a deal to take an equity stake in a Malaysian financial planning practice, and is poised for further expansion ac...
Editorial
Count Financial will announce at its annual conference today that it is offering a new software system to its aligned accountants and advisers, as well as confirming that...
Financial planning
Genesys Wealth Advisers has succeeded in luring two practises away from rival dealer groups in what the Challenger own planning business claims will be the first of many ...
Financial planning
The departure of Grahame Evans after five years as managing director at Professional Investment Services was “perfectly timed”, according to chief executive Robbie Bennet...
Financial planning
Challenger Financial Services has signalled it is serious about winning over more advisers, confirming that HSBC Asset Management’s head of distribution will join it foll...
Financial planning
It’s official. After three years living together, ING and ANZ have signed the papers and will this year get hitched for real through their joint venture company, ING Aust...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...