George Liondis

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Financial planning

16 Oct

Is 0.5 under the limit?

It is hard to fault BT Funds Management over its recent decision to rebate back to investors 0.5 per cent of their management fee on the BT Australian Share Fund for a si...

Funds management

16 Oct

Hedge fund report allays retail investors’ fears

Australia’s hedge fund industry continues to grow at an astonishing pace, but how such investments fit into an overall investment portfolio, the latest report into the se...

Financial planning

16 Oct

Cawsey resigns from Stockford board

The former investment services group executive at the St George Bank, Richard Cawsey, has resigned as a director of the troubled accounting and financial planning consoli...

Funds management

15 Oct

McCormick selects new boutique fund manager

Investment consultant Dominic McCormick has linked up with the European based Gottex group to launch a new boutique funds management organisation....

Financial planning

14 Oct

AFA elects new president

Tasmanian based financial adviser Robin Yates has been elected the new president of the Association of Financial Advisers (AFA)....

Financial planning

13 Oct

InvestorWeb dismisses managed fund analysts

InvestorWeb Research has dismissed two of its most senior managed fund analysts, David Wright and David Smythe, in what appear to be acrimonious circumstances....

Financial planning

11 Oct

Navigator launches into Singapore

NORWICH union launched the first ever international version of its Navigator master trust platform in Singapore yesterday....

Financial planning

11 Oct

Extreme measures for extreme times: Credit Suisse

Credit Suisse Asset Management has today announced a series of aggressive measure designed to boost its stakes amongst financial planners in an otherwise mooted investmen...

Financial planning

10 Oct

Industry fund crosses floor on commissions

Industry super funds and financial planners are not supposed to mix. But that could change if Frances Magill, the chief executive of the South Australian based Statewide ...

Financial planning

10 Oct

Royal and SunAlliance wrap

Royal and SunAlliance Financial Services (RSAFS) is looking to increase its stake in the ever critical investment platform market with the launch of a new flagship wrap a...