George Liondis

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Financial planning

21 July 2002

Government succumbs on super rollovers

THE FEDERAL Government has succumbed to concerted industry pressure and agreed to amend the tax laws to remove an anomaly that threatened to ‘double-count’ people’s super...

Financial planning

21 July 2002

US stocks head down

The US stock market suffered one of its worst ever results in the second quarter of this year, with the broad market Russell 3000 index losing 7.2 per cent in June alone ...

Financial planning

21 July 2002

Gov’t reneged on promised FSRA regulations, says Labor

The federal Government reneged on its promises to the Labor party over the make-up of the Financial Services Reform Act (FSRA) regulations, Labor party senator Stephen Co...

Financial planning

21 July 2002

Perpetual to shut off small cap fund

Perpetual Investments is preparing to shut off its wholesale small companies fund in order to protect the performance of the half-billion dollar investment vehicle....

Financial planning

21 July 2002

Margin lenders threatened by professional indemnity crisis

The providers of margin lending products could be the next victims from the worsening crisis over professional indemnity insurance for financial planners....

Financial planning

21 July 2002

Neutral managers win world game

Style neutral managers have topped the rankings in the latest review of international equity managers by influential research group van Eyk....

Financial planning

21 July 2002

Labor throws spanner into FSRA

THE FEDERAL opposition has made a last minute bid to block parts of the Financial Services Reform Act (FSRA) in an attempt to modify crucial new disclosure requirements f...

Financial planning

21 July 2002

Pitch your IT at paraplanners

SO YOU have built yourself a nice new investment platform and you want financial planners to use it....

Financial planning

21 July 2002

FSRA sends back-office back to the drawing board

The biggest influence on the back office technology provided to financial planners over the last year had nothing to do with bytes, modems or memory....

Financial planning

21 July 2002

Technology key in platform war

Many master trust and wrap platforms will not meet their reporting deadlines to financial planners and their clients for the financial year just passed....