George Liondis

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Financial planning

28 Jan

Perpetual reforms US funds on back of slide

Perpetual Investments has responded to a prolonged slide in the performance of its flagship International Fund with sweeping changes to the management of its US equities ...

Financial planning

28 Jan

FirstChoice puts research contract to tender

Colonial First State Investments (CFS) has put the asset consulting contract for its flagship FirstChoice master trust out to tender, possibly spelling the end of its rel...

Financial planning

28 Jan

IWL launches takeover bid for Sanford

Financial planning software provider IWL has ended months of speculation by launching its much anticipated takeover bid for online broking group Sanford....

Financial planning

28 Jan

Van Eyk queries new BT head

The influential van Eyk research group has reinforced its recommendation that advisers consider pulling clients with medium-term outlooks out of BT funds, in the wake of ...

Financial planning

28 Jan

Davy’s Webb attracts clients wanting next step in advice

When Rob Davy retired after 27 years with Outlook Financial Planning, including many as its general manager, the only thing on his mind was a well earned break....

Financial planning

28 Jan

Exit stage left – Cuffe to leave CFS

The announcement by Colonial First State (CFS) that its long running and high profile chief executive, Chris Cuffe, was resigning from the organisation has surprised few....

Financial planning

28 Jan

Under fire: calls for govt intervention into planning

The financial planning industry is bracing itself for another attack on its credibility ahead of the release of a damning report expected to call for Government intervent...

Financial planning

14 Jan

Tower forced to boost surplus assets

Trans-Tasman financial services group Tower has been forced by the Australian Prudential Regulation Authority (APRA) to boost the surplus assets in its troubled Australia...

Financial planning

13 Jan

IWL buyout of Sanford mooted

The shares of financial planning technology company IWL and online broking group Sanford have both been placed in a trading halt today, sparking speculation that IWL is p...

Financial planning

12 Dec

Adviser restrained over Nigerian scam

A Melbourne financial planner has been issued with an order from the Federal court restraining him from receiving money in connection with the supply of financial product...