George Liondis

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Financial planning

9 October 2002

Anti-hawking rules stir up industry debate

The Association of Financial Advisers (AFA) used a meeting last week of the Financial Services Reform (FSR) Implementation Consultative Committee to call for clarificatio...

Financial planning

9 October 2002

BT drops fees under pressure from van Eyk

BT Funds management has dropped the fees on its flagship BT Australian Share Fund under threat of a sell rating from the van Eyk Research group....

Financial planning

9 October 2002

Asgard takes out Assirts’ top prize

The Asgard master trust has taken out the top prize in this year’s Assirt Service Level awards after being voted the best investment platform in the country by financial ...

Financial planning

9 October 2002

Wilson HTM to ride acquisition trail

The Wilson HTM group is set to stay on the acquisition trail it started with the purchase of BNP Paribas’ Australian asset management business, confirming it is currently...

Financial planning

9 October 2002

ADvantage ASIC

Truth in advertising may be a contradiction in terms, but that has not stopped the Australian Securities and Investments Commission (ASIC), which last week released a pap...

Financial planning

7 October 2002

A guarantee is not always a sure thing

Investors and their advisers should not be lured into capital guaranteed investment options by the continuing uncertainty pervading economies around the world....

People & Products

7 October 2002

BT appoints Putnam as international manager

BT Funds Management has today appointed US based Putnam Investments to manage its $5 billion international share portfolio....

Financial planning

2 October 2002

Trust Co kit for planning after life

TRUST Company of Australia (TCA) has launched an executor package for planners, thought to be an Australian first....

Financial planning

2 October 2002

FPA to define rules of engagement

The Financial Planning Association (FPA) is pushing for advisers to sign formal “terms of engagement” agreements with their clients as part of its bid to ease the ongoing...

Funds management

2 October 2002

Macquarie wraps up private equity for retail clients

MACQUARIE Financial Services is rolling out a fund of private equity funds for the retail market in what it says is a watershed for investors wanting to access alternativ...