George Liondis

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Financial planning

10 February 2002

ING gives advisers access to bank product

The ING Group has brought the relationship between its advisory channels and direct banking business closer today after it made its flagship savings account, the Savings ...

Financial planning

30 January 2002

Gatekeepers look beyond back yard

These are the gatekeepers, the traditional custodians of investor’s interests, the middle-men between those with the money and the fund managers that invest it. They are ...

Financial planning

30 January 2002

UK planners to undergo radical change

The financial planning industry in the UK could be about to undergo one of the most significant reforms in its history after the Financial Services Authority, the industr...

Financial planning

30 January 2002

Navigator finds its way into living rooms

Norwich Union has taken the master trust sector’s battle for recognition directly into people’s living rooms, with an unorthodox new television advertising campaign aimed...

Financial planning

30 January 2002

Westpac to launch new dealer group

The Westpac Banking Corporation is believed to be preparing to launch a new financial planning dealer group that will be staffed exclusively by independent financial advi...

Financial planning

30 January 2002

PIS and Russell strike distribution deal

Professional Investment Services (PIS) and Frank Russell have struck a deal to develop a new funds management group, Ventura Investment Management Limited....

Funds management

24 January 2002

BGI wins hedge fund mandate

Barclays Global Investors (BGI) has scored a $7 million mandate to manage money on behalf of superannuation investors through its newly launched hedge fund, the BGI Equit...

Superannuation

21 January 2002

Rothschild super goes ethical

Rothschild Australia Asset Management (RAAM) has added an ethical share investment option to its flagship retail superannuation product, the Five Arrows Retirement Fund....

Superannuation

20 January 2002

Bleak future for retirees

The majority of Australians will face an unexpectedly bleak future in retirement if they rely solely on the current superannuation system to generate their retirement inc...