George Liondis

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Financial planning

14 Mar

S&P to alter ratings process

Research house Standard & Poor’s is considering a change to its process of reviewing fund managers, just weeks after its purchase of rival Assirt Research from the St Geo...

Financial planning

14 Mar

Govt to take on States over choice

The Federal Government will move to override state laws in order to give employees on state based employment awards the option to choose their own superannuation fund....

Financial planning

08 Mar

Accountants enforce stiff code for planners

Financial Planners will face tougher conduct guidelines after a new code of practice was issued today, raising the bar on disclosure and urging advisers to give up commis...

Financial planning

04 Mar

Margin loans boom

The margin lending market has grown to record highs on the back of buoyant equity market returns, new figures show....

Funds management

03 Mar

Mellon sizes up Aussie equities arm

The US$4 trillion Mellon Financial Corporation is sizing up a plan to set up an Australian equities funds management arm....

Financial planning

03 Mar

Govt rejects super infrastructure plan

Assistant Treasurer Mal Brough has rebuffed suggestions by the Federal Opposition that superannuation savings should be used to finance infrastructure developments....

Financial planning

02 Mar

Margin loans boom

The margin lending market has grown to record highs on the back of buoyant equity market returns, new figures show....

Financial planning

02 Mar

Former Sanford boss banned

The former managing director and founder of online broker Sanford Securities has been banned from providing financial services in relation to securities for five years....

Funds management

25 Feb

Colonial splits off funds management

Colonial First State has today split its underperforming funds management arm from the remainder of its wealth management business after a wide-ranging review....

Financial planning

24 Feb

Count backs its independence

The part sale of Professional Investment Services (PIS) is beginning to cast aspersions on the future of the country’s other large independent dealer group, Count Financi...