George Liondis

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Financial planning

17 Sep

Keep your hands off BT Wrap, Westpac warned

SOME of Australia’s leading master trust and wrap researchers have given their qualified endorsement to Westpac’s acquisition of the BT Wrap as part of its buyout of the ...

Financial planning

17 Sep

AXA coaching program brings new business

A NEW business coaching program has seen AXA lift new business inflows from its advisers by 28 per cent....

Financial planning

17 Sep

ING rides Tandem with dealer groups

ING Australia has chosen the name Tandem as the new trademark for the consolidated financial planning business it is forming with the merger of three of its existing deal...

People & Products

17 Sep

Coombe still standing as heads roll at BT

ROB Coombe started last week as the head of retail at BT Financial Group. He finished it as the most senior BT executive still standing following Westpac Bank’s decision ...

Financial planning

17 Sep

You’re biased, advisers told

AN ALLIANCE of high-net-worth investors has launched a stinging criticism of the quality of the financial advice they receive and accused financial planners of being tain...

Financial planning

16 Sep

United drops CSFB in favour of BGI

The United Funds Management group has dropped growth oriented Credit Suisse First Boston from its pool of active Australian equities managers in favour of the style neutr...

Financial planning

13 Sep

Funds market shrinks in June quarter

The retail managed fund market shrunk by 1.8 per cent to $291.1 billion in the June quarter of this year, figures released today by research group Plan-For-Life show....

Financial planning

12 Sep

BDMs labelled underperforming and overpaid

The pointy end of fund managers’ sales pitch to financial advisers - business development managers (BDMs) - have been cut down to a size by a new survey which labels them...

Financial planning

12 Sep

ING back-to-basics with OneAnswer

The back-to-basics push in Australia’s master trust industry is set to continue with the launch last week by ING Australia of its OneAnswer platform....

Financial planning

12 Sep

Westpac promises to keep hands off Count clients

The Westpac Bank’s group executive of wealth management, David Clarke, has given the Count Financial group his assurance he will not attempt to poach any Count clients in...