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PROFESSIONAL INVESTMENT SERVICES
Financial planning
The Westpac Banking Corporation is believed to be preparing to launch a new financial planning dealer group that will be staffed exclusively by independent financial advi...
Financial planning
Professional Investment Services (PIS) will launch its own master trust but denies it will cannibalise funds from other products on the dealer group’s approved list....
Financial planning
Fund managers in New Zealand are busily sniffing around financial planning firms looking to buy distribution for their products with AXA leading the moves, openly walking...
Financial planning
Consolidators have been big news in the last year but their success has been mixed. Simon Segal examines where they fell in this year’s rankings....
Financial planning
AMP Financial Planning has taken out the top placing in the annual Money Management Top 100 Dealer’s Survey for the third year in a row with 1548 planners recorded on its...
Financial planning
<caps>Major</caps> Singaporean corporates may be eyeing Australia’s telecommunications, airlines and financial services industries, but a band of smaller Australian finan...
Financial planning
The consolidation trend within financial services looks set to continue as activity within the partly Zurich owned Lonsdale and Bridgeport groups pick up pace....
Financial planning
Whispers within the financial services industry seem to suggest that financial planners have something to fear as the financial year ends. However, Kate Kachor discovers ...
Financial planning
A number of Australia’s premier financial planning groups have added the latest additions of the Hedge Funds of Australia (HFA) product range to their recommended lists....
Financial planning
A number of Australia’s premier financial planning groups have added the latest additions of the Hedge Funds of Australia (HFA) product range to their recommended lists....
Financial planning
Cold calling is finding a new lease of life as offshore groups seek investors to part with their cash. Yet many of these are either not licensed to operate or even on the...
Financial planning
Professional Investment Services plans to list on the Australian Stock Exchange (ASX) before the end of the next financial year....
Financial planning
Professional Investment Services (PIS) has signed up with Australian Finance Group (AFG) to provide mortgage broking throughout its network of financial planners....
Financial planning
The penny has finally dropped. Financial planning groups have embraced large scale superannuation and are fighting fiercely for a piece of the rapidly growing market....
Financial planning
Some of Australia’s top financial planning groups have claimed part of a Victorian Government tender, generating one of Australia’s biggest financial planning programs....
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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...