George Liondis

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Financial planning

5 December 2001

Looking for a lesser role leads to top spot

For a man who has just been named Money Management Financial Planner of the Year, John Wotherspoon is trying awfully hard to try and make himself redundant. But then Woth...

Financial planning

5 December 2001

Wotherspoon takes out industry’s most sought after prize

Adelaide-based financial planner John Wotherspoon has beat out a host of other high profile advisers to win this year’s Money Management Financial Planner of the Year awa...

Financial planning

5 December 2001

Morningstar defends star ratings

Morningstar has put the internal turmoil over the dismissal of its chief executive behind it and hit back strongly at a report which questioned the value of the research ...

Funds management

5 December 2001

Challenger rolls out long/short hedge fund

Listed financial services group Challenger International has joined the growing list of fund managers to enter the hedge fund marketplace, launching a long / short Austra...

Financial planning

4 December 2001

Morningstar commits to qualitative research

Morningstar research has today acted to deny speculation that it is set to abandon the publication of qualitative research in the wake of the departure of its Australian ...

Financial planning

2 December 2001

Fiducian goes live with in-house admin

Financial services group Fiducian has gone live with its own internally developed administration system in what the group is calling one of the most significant achieveme...

Financial planning

29 November 2001

Adviser pleads guilty over Wattle scam

A former Canberra based investment adviser has pleaded guilty to 13 charges of knowingly acting in contravention of the Corporations Act by offering his clients interests...

Financial planning

29 November 2001

Lonsec launches unlisted property research

Lonsdale Securities (Lonsec) has launched a specialist unlisted property trust research service targeted exclusively at financial advisers and dealer groups....

Financial planning

28 November 2001

Morningstar defends star ratings

Morningstar has today hit back at a report by asset consulting group Frank Russell which questioned the value of the research house’s ratings model for managed funds....

Financial planning

27 November 2001

Morningstar avoids legal stoush with Frank Russell

Morningstar Inc, the Chicago based parent of Morningstar Research, has confirmed that it will not be pursuing legal action against the Frank Russell Company over a report...