George Liondis

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Financial planning

4 September 2005

AMP cuts link to Henderson

AMP has severed one of the last remaining links to its former UK operations, announcing today that it had sold its residual stake in the Henderson Group for $212 million....

Financial planning

1 September 2005

Advance ties up MIR

Advance Asset Management has Australia’s most talked about fund manager all to itself, having signed Michael Trigaboff’s highly successful MIR to an exclusive retail dist...

Financial planning

1 September 2005

FPA increases pressure on soft dollar payments

The FPA has stepped up the pressure on its members over soft dollar payments, asking them to prove they are complying with a new code of conduct....

Financial planning

31 August 2005

Life ban for Toowoomba adviser

A Toowoomba-based financial adviser who the Australian Securities and Investments Commission claims is unable to contain his dishonest and deceptive conduct has been give...

Financial planning

30 August 2005

Allianz chief departs

Allianz Global Investors today announced that Australian chief executive Peter Rayner would leave the group to be replaced by his deputy....

Financial planning

28 August 2005

Snowball makes $5 million expansion

Snowball Financial has paid $5 million to make two major acquisitions, giving the listed financial planning business exclusive access to 196,000 credit union members with...

Financial planning

28 August 2005

Capstone continues growth spurt

A week after it opened its first office in New South Wales, Capstone Financial Planning has consolidated its presence in Queensland with the opening of a new office in th...

Financial planning

25 August 2005

PIS poised to make big US push

Professional Investment Services has confirmed it is in negotiations to buy a US-based financial planning group, in a move that could result in Australia’s second largest...

Financial planning

24 August 2005

Financial literacy: the have and have nots

Abstract Long...

Financial planning

21 August 2005

PIS sets blueprint for new planning group

The new celebrity backed dealer group launched by Professional Investment Services has set itself the ambitious target of having $10 billion under advice within five to s...