George Liondis

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Financial planning

08 Nov

NAB / MLC restructures dealer group network

THE COMBINED National Australia Bank (NAB)/MLC group is preparing to sign off on a major restructure of its financial planning distribution network involving the repositi...

Financial planning

08 Nov

Cawsey goes his own way with investment venture

THE former investment services director at the St George Bank, Richard Cawsey, has given up his seat on the board of Stockford to set up his own private investment compan...

Financial planning

08 Nov

Zurich, Invesco slash jobs in tough times

One of the major trends of this year has continued unabated with Zurich and Invesco becoming the next financial services groups to cut employee numbers in an effort to dr...

Financial planning

08 Nov

Asgard wrap signs maiden badging deal

The Sealcorp owned Asgard investment platform has signed its first ever deal to build a badged version of its new wrap account, the eWrap, for a financial planning dealer...

Financial planning

08 Nov

Abley kicks off new dealer with IOOF

THE FORMER managing director of Lynx Financial Services, Stuart Abley, has poached a number of the ING owned dealer group’s financial planners to launch a new planning de...

Policy & Regulation

06 Nov

Asgard adds untaxed trusts to investment menu

The Sealcorp owned master trust and wrap platform, Asgard, has added a range of untaxed trusts to the list of investment options it offers superannuation clients....

Financial planning

05 Nov

Snowball in carbon copy deal with Fuji Xerox

The Snowball Group is continuing to push ahead with a strategy to target financial planning clients through Australia’s corporate heavyweights, signing a strategic allian...

Financial planning

04 Nov

Smith opts for full sale of AM

Independent financial planners will share in the proceeds of the sale of AM Corporation after the group’s founder, David Smith, confirmed today he would sell his entire m...

Financial planning

31 Oct

Investorweb brings in Atchison to fill research gap

Investorweb Research has brought in Ken Atchison to help with the production of its annual property sector review....

Financial planning

31 Oct

Trading halt placed on Tower shares

Trading in the shares of New Zealand based financial services group Tower was halted today after the group admitted its interim performance results would not live up to m...