George Liondis

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Financial planning

27 November 2002

Elm sign up Adviser Ratings to judge planners

The Elm Financial Services dealer group has struck a deal with the Adviser Ratings group that could see all of its advisers issued with a ranking from the newly launched ...

Financial planning

26 November 2002

AMP Financial Planning cuts 40 jobs

AMP has cut 40 positions from its financial planning division as part of the wide-ranging restructure announced by the group’s new chief executive, Andrew Mohl, earlier t...

Financial planning

25 November 2002

Intech accounts for long-gone managers

The Intech Financial Services research group has rejigged its benchmarks for investment performance to reflect the litany of fund managers who disappear from the radar sc...

Financial planning

24 November 2002

Dunn, Duffield join IFSA board

The managing director of AMP Financial Services, Craig Dunn, and the managing director of Vanguard Investments Australia, Jeremy Duffield, have been appointed to the boar...

Financial planning

24 November 2002

Former AMP adviser sent to jail

A former AMP financial adviser, Laurence John Tobin, has been sentenced to two and a half years jail after pleading guilty to charges laid by the Australian Securities an...

Financial planning

21 November 2002

BT signs off on distribution team

The incorporation of both BT and Sagitta Rothschild into the Westpac Bank fold came one step closer to completion today, with the combined group finalising the design of ...

Superannuation

20 November 2002

PM calls for end of early retirement “cult”

The Prime Minister, John Howard, has renewed his call for Australians to work longer in order to combat the potential fiscal crisis looming as result of the countries age...

Financial planning

19 November 2002

Treasury Group backs new boutique

The Treasury Group has linked up with the former chief investment officer at Credit Suisse Asset Management, Tim Ryan, to set up a new boutique funds management house....

Financial planning

18 November 2002

Morningstar alters rating process

The Morningstar research house has announced sweeping changes to its rating of fund managers and their funds in Australia, less than one week after dismissing its head of...