George Liondis

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Financial planning

1 May 2002

Assirt to recognise wrap flows

The Assirt Research house is preparing to make radical changes to the way it measures managed fund inflows in an effort to more closely track the burgeoning flow of funds...

Financial planning

1 May 2002

BT wrap breaks $6 billion mark

BT Funds Management’s wrap service has passed the $6 billion mark for funds under advice after a period of unprecedented growth....

Financial planning

28 April 2002

Financial incentives set to drive change

Australia’s largest dealer group is preparing to link practice management directly to financial rewards. GEORGE LIONDIS reports on what could be a revolution in adviser r...

People & Products

28 April 2002

Russell joins up with Associated Planners

The Frank Russell Company has formed a new alliance to distribute its series of multi-manager fund through the Associated Planners dealer group amidst continuing speculat...

Financial planning

28 April 2002

AMP planning firms set to consolidate

Australia’s largest financial planning dealer group, AMP Financial Planning, is predicting extensive amalgamations within its network of financial planning firms as part ...

Financial planning

25 April 2002

Former Pegasus director struck off for 30 years

A former director of the Pegasus Leveraged Options Group, Craig John McKim, has been banned from being involved in the management of a company for 30 years....

Financial planning

23 April 2002

BT’s wrap hits $6 billion

BT Funds Management’s wrap service has this week passed the $6 billion mark for funds under advice after a period of unprecedented growth....

Financial planning

22 April 2002

Life market remains static

The flow of new funds into life insurance products remained virtually static throughout 2001, according to figures from the latest quarterly report into the life insuranc...

Financial planning

18 April 2002

Australian planning groups go global

Australian groups, armed with the lessons they’ve learned over the last decade, are now taking on the world’s financial planning markets. GEORGE LIONDIS reports....

People & Products

18 April 2002

Assirt chief heads to AMP Hendersons

Assirt chief executive Krystyna Weston has announced her departure from the research house to take up the role of head of retail distribution with AMP Henderson Global In...