George Liondis

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Financial planning

25 September 2002

Major dealer groups consider pulling out of BT

BT Funds Management will face even further scrutiny of its acquisition by Westpac, with Australia’s major financial planning dealerships reviewing whether to pull their i...

People & Products

25 September 2002

AustAdviser head leaves to join rival

THE general manager of ING’s now defunct AustAdvisers dealer group, Neil MacDonald, has left the group to join rival AMP....

Financial planning

25 September 2002

Bailey rated as country’s best adviser

MELBOURNE-based Kevin Bailey has been rated Australia’s top financial adviser under a new system of ranking planners released by the Adviser Ratings group this week....

Financial planning

23 September 2002

Batchelor steps down at AMP

The chief executive of AMP, Paul Batchelor, has today stepped down from his position after a tumultuous period in the history of the Australian financial services giant....

Financial planning

22 September 2002

We’re not ready for choice, Norwich claims

Most Australians are not ready for choice of superannuation fund despite the Government’s most recent attempt to put the policy firmly back on the agenda, a survey conduc...

Financial planning

22 September 2002

Mercer continues push into retail research

Mercer Investment Consulting has backed up its push into the retail funds management research scene with the announcement of three new recruits today....

Financial planning

17 September 2002

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

17 September 2002

Stockford appoints new chairman

Troubled accounting and financial planning consolidator Stockford yesterday appointed Chris Riordan as its new chairman....

Financial planning

16 September 2002

Labor torpedos FSRA regulations

The financial services industry’s preparations for a move to the Financial Services Reform Act (FSRA) regime could be thrown into disarray after crucial new regulations w...

Financial planning

16 September 2002

Assirt approves of Perpetual succession

The Assirt research house has reconfirmed its ‘Strong’ rating of Perpetual Investments’ Australian equity capabilities despite the announcement last week that Perpetual’s...