George Liondis

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Financial planning

14 November 2004

Ombudsman has few qualms with advisers

A new report by the banking sector’s chief complaints body has found the number of disputes involving bank-based financial planners remains relatively low, despite a stea...

Financial planning

14 November 2004

PIS go ahead to pursue sale

A sale of Australia’s second largest dealer group is looking ever more likely after its shareholders voted to continue talks with interested parties, as well as keep thei...

Financial planning

10 November 2004

Industry heads: be careful what you list for

A message to Robbie Bennetts from those who should know: be careful what you list for....

Financial planning

10 November 2004

PIS shareholders back sale option

Australia’s second largest dealer group has confirmed the scepticism of market analysts by all but abandoning plans for a proposed public listing....

Financial planning

10 November 2004

Small caps sector reaches peak

The small caps sector has reached its peak and will be unable to sustain its current high level of performance, a new report has warned....

Financial planning

10 November 2004

Advisers urged to support global planning standard

Advisers have been urged to back a new world standard on financial planning in order to improve the image of the profession in Australia....

Financial planning

10 November 2004

Get tough policy on adviser conflicts

Financial planners are expected to get the first glimpse at the latest get tough approach to policing the profession this week, with the Financial Planning Association (F...

Financial planning

9 November 2004

Choice eats into super fees

The looming choice of fund rules are beginning to have a positive impact on superannuation fees, as retail providers cut costs to compete with cheaper industry and not-fo...

Financial planning

8 November 2004

Vanguard, Pimco top fixed interest class

Index hugger Vanguard and specialist bond manager Pimco have been rated the pick of international fixed interest managers by research group Morningstar....