George Liondis

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Financial planning

09 Feb

HSBC signs planners up to Navigator

The financial planning arm of the HSBC bank has signed the Aviva-owned Navigator master trust as one of only three preferred platforms for its advisers....

Financial planning

09 Feb

New chief for St George planners

The branch based financial planning network of the St George Bank has a new chief, following the promotion today of David Gall....

Financial planning

03 Feb

Fidelity fights back with retail launches

Fidelity Investments has made its first real stand-alone push into the financial planning market in Australia, launching both a domestic and international equity fund in ...

Financial planning

01 Feb

Rival researchers keen on Assirt

Rival researchers have expressed an interest in buying out Assirt Research, as its St George Bank owner refuses to pour cold water on speculation it has put the business ...

Financial planning

31 Jan

Practice makes perfect as advisers strive for growth

Almost a year since the introduction of the Financial Services Reform, the majority of financial advisers still believe that sorting out practice management issues will b...

Financial planning

24 Jan

Super choice changes ease burden on employers

Minister for revenue and assistant treasurer Mal Brough has sought to reassure employers that they will not be unnecessarily burdened by choice of fund requirements, incl...

Financial planning

18 Jan

PIS sale: Aviva takes major stake

The battle for the future of Australia’s second largest dealer group, Professional Investment Services, has been won by Aviva, with the financial services company proposi...

Financial planning

14 Jan

Australians relying on media for financial advice

Australians are twice as likely to get information about their finances from the media than they are from professional advisers, a new survey has revealed....

Financial planning

17 Dec

Macquarie buys NZ planning business

Macquarie Financial Services has agreed to purchase the New Zealand financial planning business of accounting giant PricewaterhouseCoopers....

Financial planning

13 Dec

Scamsters target Christmas investors

Investors have been warned to be on guard against the promotion of illegal investment schemes after new figures suggested overseas scamsters had stepped up their activity...