George Liondis

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Financial planning

2 August 2005

Rich forces Morningstar to ‘sue itself’

The long-running dispute between Morningstar and its former Australian managing director Graham Rich has taken an unusual twist, with Rich putting the local arm of the gl...

Financial planning

31 July 2005

AMP sells out of Indian life

AMP has pulled out of its life insurance joint venture in India, stating that it was withdrawing to focus on its core operation in Australia and New Zealand....

Financial planning

27 July 2005

Super budget scraps surcharge

More than a million consumers will be better off and an indelible administration load has been lifted from the superannuation industry after Treasurer Peter Costello’s su...

People & Products

27 July 2005

New retail head for Goldman Sachs

Goldman Sachs JB Were Asset Management has a new head for its retail business after it promoted Matthew Stovold yesterday....

Financial planning

27 July 2005

Tax break opens door for planners

Financial planners will be able to provide tax-related advice to clients, and charge a fee for the privilege, after the Australian Taxation Office ignored opposition from...

Financial planning

27 July 2005

Planners fail online test

Financial advisers are failing to take advantage of the opportunities available to do business online, with a new survey showing that the majority of websites set up by f...

People & Products

26 July 2005

Credit Suisse loses Aussie equities head

Credit Suisse Asset Management has suffered another blow to its struggling Australian equities capabilities, with the departure of group head Peter Sartori prompting one ...

Financial planning

26 July 2005

Bad management costing advisers thousands

Poor business practices are costing financial planners tens of thousands of dollars in potential profits every year....

Life/Risk

26 July 2005

Chronic underinsurance problem - report

Australians are underinsured to the staggering tune of almost $500,000, a new report has found....

Financial planning

26 July 2005

Morningstar ratings overhauled

The Morningstar research house will drop qualitative measurements from its famed star rating of fund managers, announcing today that the ranking system would judge manage...