George Liondis

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Financial planning

21 October 2004

Soft dollar double whammy

Financial planners who disclose soft dollar payments under a new industry code of practice could be hit with a hefty tax bill....

Financial planning

21 October 2004

Generational change for AXA platforms

The AXA group has set itself an ambitious target to generate $1 billion worth of inflows into its new Generations master trust platform within 12 months....

Financial planning

21 October 2004

Tough new rebate disclosure guidelines for planners

Financial planners who receive payments for using investment platforms will face tougher disclosure requirements under new guidelines being considered by the Financial Pl...

Financial planning

12 October 2004

Editorial: Consumers take crown

If you think this Federal election is a fizzer, then consider this: if the Labor party manages to unseat the Government in less than two weeks time, you will no longer be...

Financial planning

12 October 2004

Throw out ‘bad apples’: FPA

Financial planning groups have been warned to keep a close watch on their advisers and to take firm action against “bad apples”, or risk future litigation by disgruntled ...

Financial planning

12 October 2004

New world standard for planning

Advisers could have to meet a new set of guidelines for ethical behaviour and experience if a world standard for financial planning is adopted in Australia....

Financial planning

5 October 2004

FPA backs ALP crackdown on soft dollar

The Financial Planning Association has backed a Labor party bid to step up the pressure on advisers over soft dollar commissions with a strict regulatory crackdown....

Financial planning

21 September 2004

Series departure triggers Perennial review

Perennial Investment Partners has had its international equities funds placed “on hold” by Assirt Research following news of the impending departure of portfolio manager ...

Financial planning

13 September 2004

ASIC eases FSG compliance burden

Financial planners and other financial services providers who sell products over the phone or in other ‘time critical’ situations have had their compliance burden reduced...

Financial planning

7 September 2004

Adviser gets two years jail-term

The Australian Securities and Investments Commission has vowed to continue its crackdown on dishonest financial planners after a Melbourne adviser was sentenced to two-ye...