George Liondis

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Financial planning

03 Oct

New players to shake up research sector

Competition amongst Australia’s providers of retail funds management research is set to intensify, with two minor players renewing their push for a bigger slice of the bu...

Financial planning

03 Oct

Merrill Lynch customers the most loyal

THE Merrill Lynch Investment Management group commands more loyalty from its customers than all other fund managers, even though it accounts for less than one per cent of...

Financial planning

03 Oct

ASIC pushes for all cards on the table

FINANCIAL Planners could be forced to show in Product Disclosure Statements (PDSs) all the fees and commissions they receive from selling funds management products under ...

Financial planning

03 Oct

AMP retains its crown

AMP FINANCIAL Planning has made it four in a row after once again topping the Money Management’s Top 100 Dealer Group survey, despite the fact its planner numbers dropped...

Financial planning

03 Oct

Perpetual signs JV deal with James Fielding Group

Perpetual Trustee and the James Fielding Group have signed a joint venture to form a new funds management outfit focused on the listed property securities market....

Financial planning

30 Sep

AMP planners applaud as Mohl becomes permanent chief

AMP financial planners have reacted positively to the appointment of Andrew Mohl as the permanent chief executive of the financial services giant....

Funds management

27 Sep

Challenger forced to seek independent property valuation

The Challenger International group has been forced by its auditor to seek an independent assessment of the methodology used to determine the value of its property assets....

Financial planning

26 Sep

Designation dispute draws in IntegraTec

THE increasingly bitter dispute between the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) over financial planning designations has ...

Financial planning

26 Sep

Crisis looming without boost to savings

The low level of Australia’s household cash savings could prove a major crisis for the country in the future, the Financial Planning Association (FPA) has warned....

Financial planning

26 Sep

Treasury Group denies link with Morgan

THE Treasury Group has flatly denied speculation it will finance a new boutique fund management operation by the soon to depart senior portfolio manager at Perpetual, Pet...