George Liondis

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Financial planning

24 June 2002

Lumley looks to link with planning groups

The Lumley Life group has announced that it is looking to forge closer ties with financial planning groups in an effort to boost the distribution of its specialist life i...

Financial planning

23 June 2002

Assirt drops Colonial Australian shares

The Assirt research house has downgraded Colonial First State Investment’s Australian equities capabilities and demoted the majority of its Australian equity products ahe...

Financial planning

19 June 2002

Rich prepares damages claim against Morningstar

The former managing director of Morningstar Australia, Graham Rich, is preparing to head back into court in order to make a multi-million dollar claim of damages over his...

Financial planning

19 June 2002

MTs gear up for separate accounts

Some of Australia’s largest master trust providers are preparing to push the envelope of retail managed fund and share market investing with the addition of separately ma...

Financial planning

19 June 2002

Master trusts gear up for new era of separate accounts

Some of Australia’s largest master trust providers are preparing to push the envelope of retail managed fund and share market investing with the addition of separately ma...

Financial planning

19 June 2002

Ethical investments continue to be shunned

Australia’s managed fund industry has become hamstrung in its attempts to gain widespread support for ethical investment funds because of a lack of knowledge about the se...

Funds management

19 June 2002

Bendigo Bank forms new wealth management division

The Bendigo Bank has consolidated its existing financial planning subsidiaries under a new division, Bendigo Bank Wealth Management, ahead of a planned launch of the busi...

Financial planning

19 June 2002

Hard times refuse to roll around

Master trust and wrap providers may be less concerned about fees than they are making out. GEORGE LIONDIS digs deep into the latest fee data....

Financial planning

19 June 2002

Growth pensions on the outer

The debate on growth pensions appears to have deflated, despite promises from the Government. GEORGE LIONDIS reports....

Financial planning

19 June 2002

FPA drops tax action

The Financial Planning Association (FPA) has suffered a set back in its attempt to take on the Australian Tax Office (ATO) over its decision to exclude financial planners...