George Liondis

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Financial planning

19 June 2002

E-Shares fails in bid to enter financial planning

Online share trading group E-Shares has had its plans to push into the financial planning market thwarted after its agreement to purchase Norgard Clohessy Financial Plann...

Funds management

19 June 2002

BT to join hedge fund scene

The BT group is expected to join the growing list of major funds management groups in Australia to push headlong into the burgeoning hedge fund scene with the launch of a...

Financial planning

18 June 2002

IFSA warns of dire future without super reform

The Investment and Financial Services Association (IFSA) has issued the Government with a stern warning that any reluctance to reform Australia’s retirement incomes syste...

Financial planning

17 June 2002

Frank Russell drops Deutsche, Westpeak

The Frank Russell group has dropped Deutsche Asset Management and Westpeak Global Advisors from the series of managers on its multi-manager investment funds in favour of ...

Financial planning

13 June 2002

Tax scheme investors rush for ATO settlement

Over 33,000 investors have accepted the Australian Tax Office’s (ATO) settlement offer over discredited mass marketed tax effective schemes, tax commissioner Michael Carm...

Financial planning

12 June 2002

Macquarie capitalises on gearing to the masses

The Macquarie Bank has grown its margin lending business by 90 per cent in the last twelve months on the back of growing interest in gearing into managed funds and shares...

Financial planning

3 June 2002

Beacon drops Frank Russell for InvestorWeb

Beacon Investment Management Services has dropped the Frank Russel group in favour of InvestorWeb as the asset consultant for its multi-manager Model Choice investment op...

Financial planning

2 June 2002

Annuities on sales roller coaster

The sale of immediate annuity life insurance products have slumped to their lowest level since being made exempt from the social security assets test in 1998, the latest ...

Financial planning

30 May 2002

Investor confidence down as US uncertainty looms

Australian investors have reviewed their bullish optimism over the performance of the Australian share market and are now bracing themselves for the full impact of a down...