George Liondis

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Financial planning

12 Mar

Count renews contract with BT

Independently owned dealer group Count Financial has come to an agreement to renew its contract with BT Portfolio Services for the administration of Count’s flagship wrap...

Funds management

08 Mar

Outside fund managers key to BT success

BT Funds Management will increasingly stake its future success on the performance of outside fund managers after it launched a series of new multi-manager investment opti...

Superannuation

06 Mar

ATO cracks down on super scheme promoters

The Australian Tax Office (ATO) has acted to crack down on scheme promoters offering to give individuals early access to their superannuation savings....

Financial planning

04 Mar

Style bias puts value on top, for now

It is as spectacular a fall from grace as you are ever likely to see. In the heady days of 1999 and early 2000, stock markets were floating on a wave of tech-fuelled euph...

Financial planning

28 Feb

E-Shares buys its way into financial planning

Online share trading group E-Shares is set to make a big push into the financial planning market after it agreed yesterday to purchase the Perth based financial planning ...

Financial planning

28 Feb

Market negative on Perry’s departure from Colonial

Colonial First State Investments is set to lose one of the founders of its highly regarded funds management team after the group’s long time head of Australian equities, ...

Financial planning

20 Feb

McFadyen departs in shake-up at Invesco

In the third major shake up to hit the sales and marketing division within Invesco Australia over the last year, the group’s head of sales, Tony McFadyen, has been made r...

Policy & Regulation

18 Feb

Investors urged to reject tax scheme offer

The Australian Managed Investments Association (AMIA) is calling on investors caught up in the controversy over mass marketed tax schemes to consider rejecting the Austra...

Financial planning

14 Feb

Funds market grows in face of turmoil

Australia’s retail managed funds market has overcome the market turmoil and investor insecurity that followed the September 11 terrorist attacks in the US to record posit...

Funds management

12 Feb

Citigroup passes on retail funds management

Citigroup Asset Management has signalled the end of its direct management of retail funds after pulling out of managing the funds of the flagship retail superannuation o...