George Liondis

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Financial planning

8 December 2004

Rural bank plants community planning seeds

Agriculture finance specialist Rabobank has set its sights on the growing market for advice in rural areas, after moving to take full ownership of its financial planning ...

Financial planning

5 December 2004

FPA backs regulatory intervention on soft dollar

The Financial Planning Association (FPA) would back a push to enshrine its code of conduct on soft dollar payments into legislation - a move that would make the code comp...

Financial planning

5 December 2004

Rich battle with Morningstar takes new turn

The ongoing dispute between Morningstar and its former managing director, Graham Rich, has taken another twist, with Rich accusing the research group of making false and ...

Financial planning

5 December 2004

Soft dollar violators face public shaming

Advisers and dealer groups who flout the new industry code of practice on soft dollar payments may be publicly ‘outed’ by the financial planning association (FPA)....

Financial planning

5 December 2004

Women win out under co-contribution scheme

Women could be the big winners from the superannuation co-contribution scheme for low income workers, with more than 126,000 expected to have their retirement savings top...

Financial planning

2 December 2004

FPA quest to clean-up industry rolls on

The Financial Planning Association (FPA) has signalled it will continue with its push to clean up the profession and raise the standard of advice provided by financial pl...

Financial planning

1 December 2004

Boutiques behind Advance in small caps fund

Advance Asset Management has turned to boutiques to provide the investment expertise in its new small companies fund after its existing fund in the sector was partly clos...

Financial planning

29 November 2004

DKN builds acquisitions war chest

Deakin Financial Services Group has amassed a war chest of $6 million, which it plans to use on acquisitions to grow its business in an attempt to compete with much bigge...

Financial planning

28 November 2004

Course on conflict of interests

Advisers who are concerned about potential conflicts of interests in their businesses will have access to a new resource, thanks to the launch of a new course by a financ...

Financial planning

28 November 2004

Planners ill-prepared for key departures

The overwhelming majority of clients would drop a financial planning practice cold if their current adviser were to leave the group, prompting serious questions about the...