George Liondis

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Financial planning

25 September 2005

Free advice, without paperwork hassles

Financial planners who give advice to clients without taking a fee would be excused from rigorous disclosure requirements, including having to supply statements of advice...

Policy & Regulation

22 September 2005

No appeal in Bridges payroll-tax dispute

The payroll tax threat against financial planning dealer groups appears over for good, after the NSW Government decided against appealing the verdict of its high stakes c...

Financial planning

22 September 2005

Women the winners from co-contribution scheme

Women have emerged as the major beneficiaries of the Federal Government’s superannuation co-contribution regime, according to data released by the Commonwealth this week....

Financial planning

22 September 2005

Mariner moves into reverse mortgages

Mariner has become the latest group to push into the burgeoning reverse mortgage market, announcing today it would offer retirees the opportunity to borrow up to $1 milli...

Financial planning

21 September 2005

Mellon and WestAM in global joint venture

Global fund managers WestAM and Mellon Financial have announced plans to merge some of their operations into a 50:50 joint venture, in a move that will give Mellon a much...

Funds management

19 September 2005

Hedge fund outlook positive but caution needed

While investors should think about increasing their hedge fund allocations, they need to be careful to ensure the quality of their investments is maintained, according to...

Financial planning

18 September 2005

Demand for alternative research grows

A growing interest in alternative investments and structured products by financial planners has led Aegis Equities Research to expand its specialist team....

Financial planning

14 September 2005

Dieters to replace Greiner as FPA chair

Former Sydney City Councillor Kathryn Greiner will step down as chair of the FPA after one year at the top of the industry body....

Financial planning

12 September 2005

Zurich offloads dealer services arm

Paragem Partners has made its second acquisition in as many months, snapping up Zurich’s DBOS licensee support service business, after it bought Tribeca’s compliance arm ...

Financial planning

7 September 2005

Allow early access to super - Mercer

Mercer Human Resources Consulting has reopened the debate about allowing fund members to access their superannuation early to help pay for mortgages and other purchases....