George Liondis

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Financial planning

26 Sep

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

23 Sep

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

23 Sep

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

23 Sep

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

22 Sep

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

20 Sep

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

19 Sep

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

15 Sep

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

13 Sep

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

08 Sep

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....