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PROFESSIONAL INVESTMENT SERVICES
People & Products
Elders Financial Planning has appointed Albert Di Sabatino as regional manager, west, as it grows its presence in the Western Australia region....
People & Products
Former Professional Investment Services (PIS) general manager Grahame Evans will join DomaCom as non-executive director....
Editorial
Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...
Editorial
Richard Klipin made a shock exit from the Association of Financial Advisers to join ANZ-owned dealer group millennium3 in 2012....
People & Products
In line with strategic changes to its operations, Professional Investment Services (PIS) has made three senior management appointments....
People & Products
Professional Investment Services chief executive Peter Walther has outlined a plan to rid the group of the legacy compliance risk issues that dogged it under previous man...
Financial planning
A PIS adviser has been banned for three years for failing to comply with financial services laws....
Financial planning
Dealer group Professional Investment Services has restructured with state manager roles being cut in a new regional approach....
Financial planning
Centrepoint Alliance has entered into a conditional agreement to sell its Singaporean financial advice business to Aviva Asia Holdings....
Financial planning
Concerns have been raised about the ever-shrinking independent dealer group sector and the potential impacts on the advice provided to clients in the future....
Editorial
Mike Taylor asks whether the formation of BT Select and the continuing competition between BT and Count Financial reflect the end of the current dealer group model....
Financial planning
The extent of the current dealer group turf war has been revealed by new Wealth Insights research revealing around 44 per cent of the financial planners surveyed had been...
Editorial
Is any sensible financial planning principal capable of resisting the offer of up to $1 million to change dealer groups and/or corporate allegiance?...
Editorial
As a number of dealer group heads have found themselves out of a job, Mike Taylor writes that it is symptomatic of the impending death of the traditional financial planni...
Financial planning
A number of recent high profile executive departures reflect the current economic environment and cost-cutting measures being undertaken across financial services and ban...
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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....