George Liondis

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Financial planning

23 Aug

Adviser pleads guilty to dishonest conduct

A former director of Freeman Hall Investment Services has pleaded guilty to two charges of failing to act honestly while operating as a licensed securities dealer....

Financial planning

22 Aug

Will LPTs lose their sparkle?

Investors are worried about LPTs, not because they have performed badly, but because they have performed so well. GEORGE LIONDIS reports....

Financial planning

22 Aug

Designations are also about consumers

IT IS easy to see both sides of the argument in what could quickly escalate into a full blown legal dispute between the Financial Planning Association (FPA) and the Assoc...

Financial planning

22 Aug

Count bounces back in second half

The Count Financial group will push into a range of new businesses, including a burgeoning commercial loan operation, after reporting a 17 per cent jump in its full year ...

Financial planning

22 Aug

Wyld launches Beacon wrap

One of the pioneers of the master trust industry in Australia, Kevin Wyld, is planning the launch of a new wrap account service through the Beacon Investment Management S...

Funds management

21 Aug

Funds management boosts CBA figures

The Commonwealth Bank has relied heavily on its funds management business to post an 11 per cent increase in its net profit to $2.7 billion today....

Financial planning

20 Aug

Investor Group flags acquisitions after record year

Listed accounting and financial planning consolidator Investor Group has flagged the possibility of further acquisitions as part of its nationwide expansion strategy afte...

Funds management

19 Aug

Westpac buys controlling stake in Hastings Funds Management

The Westpac Bank has agreed to pay $36 million to buy a 51 per cent stake in specialist alternative asset manager, Hastings Funds Management....

Financial planning

16 Aug

AFA hits out at dealers over privacy law

Financial planning dealer groups are using a combination of the new privacy regulations and the Financial Services Reform Act (FSRA) to stop departing financial planners ...