George Liondis

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People & Products

20 Feb

Another blow for BT/Sagitta as LPT head joins rival

The combined BT/Sagitta group has suffered another setback, with the resignation today of the group’s head of listed property, Carlos Cocaro....

Financial planning

20 Feb

Adviser buy-back could signal Stockford demise

Accounting and financial planning consolidator Stockford has given its principal advisers the option to buy their businesses back from the group, in what could be the beg...

Financial planning

19 Feb

Former AMP adviser charged with cheating clients

A former AMP financial planner, Harold Frederick Baxter Moses, has appeared in the Sydney Local Court charged with four counts of cheating and defrauding his clients and ...

Financial planning

18 Feb

Please sir, can we have some more?

Loyalty is fast disappearing as advisers shop around for the best deals from fund managers and dealer groups. George Liondis reports....

Financial planning

18 Feb

Adviser accuses Flexiplan of negligence

A Queensland based financial planner has lodged an official complaint with the Australian Prudential Regulation Authority (APRA) alleging the MLC owned Flexiplan master t...

Financial planning

18 Feb

Rich new association for researchers

The former managing director of Morningstar Australia, Graham Rich, has formed a new association for dealer group and master trust researchers....

Financial planning

17 Feb

NAB/MLC names dealers caught in restructure

The combined National Australia Bank (NAB) / MLC group has confirmed that National Australia Financial Planning, National Personal Client Services, MLC Private Client Ser...

Financial planning

17 Feb

Inflows to platforms bitten by downturn

Australia’s burgeoning master trust and wrap platform market has continued to draw a significant portion of retail investment funds, but has not been able to escape the o...

Accounting

17 Feb

MLC to repel accountants with corporate super

MLC is pushing for its advisers to make greater inroads into the corporate superannuation market to counter the growing threat of accountants moving into the financial pl...

Financial planning

17 Feb

Not happy Jan: advisers anxious about client expectations

Financial planners are beginning to feel the pinch of unmet client expectations, as the downturn on the world’s share markets shows no signs of abating....