George Liondis

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Financial planning

16 February 2003

FPA considers backing industry compensation scheme

The Financial Planning Association (FPA) will consider backing a proposal to set up a national scheme, possibly funded by an industry levy, to compensate investors for lo...

Financial planning

13 February 2003

Report puts industry on the defensive

A serious rift is developing between consumers and the financial planning industry over the release of a damning report criticising the quality of financial planning advi...

Financial planning

13 February 2003

APRA told to butt out of financial planning

The Financial Planning Association (FPA) and the Investment and Financial Services Association (IFSA) have joined forces to warn the Australian Prudential Regulation Auth...

Financial planning

13 February 2003

FPA set to decide on PI solution

The Financial Planning Association (FPA) could have its own in-house professional indemnity (PI) solution for members within a month, if the association approves a propos...

Financial planning

13 February 2003

ASIC targets groups named in report

The Australian Securities and Investments Commissions (ASIC) will act against individual firms named in a damning report released this week on the quality of financial pl...

Financial planning

13 February 2003

Investor Group considers Stockford acquisitions

Listed financial planning business Investor Group has confirmed that it is considering an acquisition of parts of troubled accounting and financial planning consolidator ...

Financial planning

13 February 2003

Sagitta exodus continues with Fleming departure

The exodus of senior executives from the Sagitta Rothschild group has continued, with the resignation yesterday of the head of the group’s small caps team, David Fleming....

Financial planning

11 February 2003

CBA slashes value of CFS as former exec gets massive payout

The Commonwealth Bank (CBA) has today revealed it made a $32.8 million payout to a departing senior executive of its Colonial First State funds management arm, at the sam...

Financial planning

10 February 2003

ACA/ASIC report blasts quality of planning advice

The financial planning industry will face a wave of criticism after the release today of a damning report on the quality of financial planning advice....

Financial planning

9 February 2003

Super assets plunge as sharemarkets remain negative

The total value of Australia’s superannuation assets has declined for the second consecutive quarter, as the ongoing uncertainty in the world’s investment markets continu...