George Liondis

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Financial planning

30 July 2002

AMP launches dealer back-office support

AMP has added to the number of groups offering back-office solutions to financial planners with the launch of a dealer group backoffice support service....

Financial planning

29 July 2002

ASX links with InfoComp to distribute managed fund hub

The Australian Stock Exchange (ASX) has signed a heads of agreement with fund administration software provider, InfoComp, as part of its bid to launch its much awaited un...

Financial planning

25 July 2002

Retail fees down, but investors still charged up

The fees charged to investors in the retail managed fund market have fallen steadily over the last six years, according to a new study by the Investment and Financial Ser...

Financial planning

25 July 2002

ING to build flagship platform

THE FUNDS management joint venture between ING and the ANZ Bank, known as ING Australia, is preparing to launch a new master trust platform....

Financial planning

25 July 2002

A changing of the guard at IFSA

THE FIRST thing you notice about Richard Gilbert is that he is not Lynn Ralph....

Financial planning

25 July 2002

AFA deal hoses down PI heat

THE ASSOCIATION of Financial Advisers (AFA) has negotiated a deal to find insurance cover for its members through the London-based Lloyds group in order to bypass the wor...

Financial planning

22 July 2002

Get to know your clients…intimately

Would you like to get to know your clients, intimately? As tempting as it sounds, the truth is that most financial planners don’t. Except, that is, for Carolyn Berezovzky...

Financial planning

22 July 2002

Advisers too reliant on planning technology

The growing reliance of financial planners on financial planning software, back office technology and technology driven investment platforms could leave advisers facing d...

Financial planning

22 July 2002

Consumers reject industry qualifications

The majority of high-net worth individuals reject the financial planning qualifications available from Australia’s major professional associations when it comes to choosi...

Financial planning

22 July 2002

Industry body opposes ATO

THE main opposition groups to the Australian Taxation Office’s (ATO) crackdown on mass marketed tax effective schemes have combined to form a peak industry body in order ...