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PROFESSIONAL INVESTMENT SERVICES
Financial planning
It may be a job to most people, but business development is clearly a labour of love for Natasha Williams....
Financial planning
You would expect big dealer groups to dominate any list of the fastest growing businesses in financial planning where the results - like ours - are based on growth in adv...
Financial planning
The country’s largest dealer groups lost the most financial planners in 2004 and according to most of them, Financial Services Reform was to blame....
Financial planning
The part sale of Professional Investment Services (PIS) is beginning to cast aspersions on the future of the country’s other large independent dealer group, Count Financi...
Financial planning
You would think Barry Lambert has flown the flag of independence boldly and proudly enough over the past few years to well and truly bury any question he might consider s...
Financial planning
The widely anticipated acquisition of St. George-owned Assirt Research by Standard and Poor’s was given a mixed reception by the market last week with opinions on the dea...
Financial planning
Russell Investment Group has halved the exposure to Australian listed property in its diversified funds, directing the money to offshore property securities because of wh...
Financial planning
Fidelity Investments has bulked up its ranks in order to spearhead its drive into the retail distribution market, after suffering the loss of investment mandates worth al...
Financial planning
The battle for the future of Australia’s second largest dealer group, Professional Investment Services, has been won by Aviva, with the financial services company proposi...
Financial planning
Three quarters of financial planning clients do not see a need for addition regulation, and while a surprising number actually read Statements of Advice, only 11 per cent...
Financial planning
Four institutions are now in the running to buy Professional Investment Services (PIS) after another industry heavy weight threw its hat into the ring last week as the ra...
Financial planning
Skandia has reported a strong rise in funds flowing through its platform, Skandia One, and is aiming to maintain this growth to push it beyond $5 billion by 2006, chief e...
Financial planning
A sale of Australia’s second largest dealer group is looking ever more likely after its shareholders voted to continue talks with interested parties, as well as keep thei...
Financial planning
A message to Robbie Bennetts from those who should know: be careful what you list for....
Financial planning
Australia’s second largest dealer group has confirmed the scepticism of market analysts by all but abandoning plans for a proposed public listing....
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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...