George Liondis

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Financial planning

15 Aug

Advisers urged to hold nerve

SOME of Australia’s leading investment specialists have come together to call on financial planners to hold their nerve and convince their clients to stay in Australian a...

Life/Risk

15 Aug

PI insurance group set to reject FPA approach

An insurance group that has agreed to establish a facility to provide professional indemnity insurance for members of the Association of Financial Advisers (AFA) will tur...

Financial planning

13 Aug

Challenger launches growth pension alternative

Challenger International has turned the financial services sector’s push to have its proposed ‘growth pensions’ granted complying income stream status on its head, with t...

Financial planning

08 Aug

Treasury Group seeks stake in boutiques

THE MELBOURNE-based Treasury Group has announced its intention to acquire a stake in a series of small fund managers as part of an ambitious bid to become an umbrella gro...

Financial planning

08 Aug

C’wealth advisers choose Finwiz over bank brand

THE majority of the Commonwealth Bank’s commission-based financial planners have chosen to operate under the Financial Wisdom banner rather than adopt the Commonwealth’s ...

Financial planning

08 Aug

AFA/Integratec build new planner course

THE ASSOCIATION of Financial Advisers (AFA) will join the ranks of financial planning educators after linking up with Integratec to develop a series of training courses f...

Funds management

08 Aug

Tower ills take toll on funds management arm

Tower Asset Management has fallen victim to the continuing instability of the wider Tower group, receiving a weak rating from research house Morningstar for its business ...

Financial planning

06 Aug

Perpetual reshuffles Aussie share fund team

Perpetual Investments has taken a step away from its key man approach to the management of its flagship Australian equities fund, the Perpetual Industrial Share Fund, in ...

Financial planning

01 Aug

Hillross Financial Services goes its separate way

The subtle changes currently being made to the Hillross/AMP model reflects a repositioning of the value propositions of both businesses. GEORGE LIONDIS reports on what is...

Financial planning

01 Aug

Crisis strikes at heart of industry

The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....