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PROFESSIONAL INVESTMENT SERVICES
Financial planning
Professional Investment Services had a rough ride throughout the global financial crisis. Lucinda Beaman spoke with chief executive Robbie Bennetts about the company’s fu...
Editorial
The group's latest financial results reveal the extent to which the company suffered during the financial crisis....
Financial planning
One of Australia's few remaining large, non-institutionally owned advice groups is courting four potential institutional equity partners or owners....
Financial planning
Dealer groups with a mission to grow should be cautious of the risks larger planner numbers have on compliance, Avenue Capital Management director of compliance Mark Lewi...
Financial planning
There need to be more restrictions placed on the types of products and strategies planners can advise on based on their level of accreditation: Grahame Evans....
Financial planning
According to the results of a recent shadow shop, consumers steer away from in-house bank planners when it comes to financial advice....
Financial planning
New system will allow payment of fees by a range of methods from credit card through to direct debit....
Financial planning
Dealer groups recently added to the ASX Find a Planner site include Avenue Capital, FMD Financial and Magnitude. The Association of Independently Owned Financial Planners...
Financial planning
Dealer groups are preparing for changes in the financial services industry by looking to platform and fund ownership as a way to take planner and licensee remuneration in...
Financial planning
Professional Investment Services will draw on a $17 million fund it created in 2007 to cater for claims made against the company from Westpoint investors....
Financial planning
Professional Investment Services has been ordered to pay $5.9 million to Westpoint investors....
Financial planning
Professional Investment Services (PIS) is considering placing a cap on the commissions its advisers can receive for recommending investment products....
Financial planning
The Australian Securities and Investments Commission has launched civil action on behalf of Westpoint investors against advisory firm Brighton Hall Securities....
Financial planning
A preference for dealing with high-net-worth clients may see some financial planners miss out on securing the valuable next generation of clients, particularly if mortgag...
Financial planning
National mortgage broking company Refund Home Loans has entered into a joint venture with PIS under which it will offer the group's financial products to its existing cli...
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MARKET INSIGHTS
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...