George Liondis
News by this author
15 Nov
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...
15 Nov
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...
11 Nov
A message to Robbie Bennetts from those who should know: be careful what you list for....
11 Nov
Australia’s second largest dealer group has confirmed the scepticism of market analysts by all but abandoning plans for a proposed public listing....
11 Nov
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....
11 Nov
Advisers have been urged to back a new world standard on financial planning in order to improve the image of the profession in Australia....
11 Nov
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...
10 Nov
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...
09 Nov
Index hugger Vanguard and specialist bond manager Pimco have been rated the pick of international fixed interest managers by research group Morningstar....
03 Nov
DKN Financial Group has linked up with BT Financial Group to offer a new investment platform to its network of advisers....
Analysis by this author
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ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
1 week 1 day ago
The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....
1 week 6 days ago
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....
2 weeks 4 days ago
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...