George Liondis

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Financial planning

26 February 2003

US advisers to undergo Australian health check

American fund manager Scudder Investments has signed up an Australian consulting group, Business Health, to provide practice management support to its US based financial ...

Life/Risk

26 February 2003

FPA contingent heads to UK to broker PI insurance deal

The chief executive of the Financial Planning Association (FPA), Ken Breakspear, flew to London last week in the hope of clinching a deal to set up the association’s own ...

Financial planning

26 February 2003

Credit Suisse considers brave new products

Credit Suisse Asset Management could be headed for a dramatic revamp of its product line up, if it pushes ahead with plans to launch a range of new offerings....

Financial planning

26 February 2003

A matter of time for Stockford

The fate of the troubled Stockford group could be settled within a week after the company publicly admitted for the first time that it had decided on a wholesale sell-off...

Financial planning

26 February 2003

ASIC acts against new disclosure documents

The Australian Securities and Investments Commission (ASIC) has issued 13 interim stop orders as a result of its ongoing surveillance of the new product disclosure regime...

Financial planning

24 February 2003

Stockford slumps into administration

The troubled Stockford group has fallen into voluntary administration after the collapse of a last ditch attempt to sell off some of its financial planning businesses to ...

Financial planning

23 February 2003

CGT relief to prompt licensing rush

The financial planning industry is expecting a rush of applications for licenses under the new Financial Services Reform Act (FSRA) after the announcement of special capi...

Financial planning

19 February 2003

Government rejects ACA calls on super choice

The Federal Government has rebuffed calls by the Australian Consumers Association (ACA) for superannuation choice legislation to be delayed in the wake of the release of ...

Financial planning

19 February 2003

BGI and Perpetual score top marks

Barclays Global Investors (BGI) and Perpetual Investments have both been issued with glowing report cards by two separate research houses today....

Life/Risk

19 February 2003

AC&L revamp leads to top term and TPD award

A wholesale revamp of Australian Casualty and Life’s (AC&L) Protection Plan insurance offering has seen the AXA owned group take out Money Management’s inaugural Risk Awa...