George Liondis

George Liondis

News by this author

Independently owned dealer group Count Financial has come to an agreement to renew its contract with BT Portfolio Services for the administration of Count’s flagship wrap...

BT Funds Management will increasingly stake its future success on the performance of outside fund managers after it launched a series of new multi-manager investment opti...

The Australian Tax Office (ATO) has acted to crack down on scheme promoters offering to give individuals early access to their superannuation savings....

It is as spectacular a fall from grace as you are ever likely to see. In the heady days of 1999 and early 2000, stock markets were floating on a wave of tech-fuelled euph...

Online share trading group E-Shares is set to make a big push into the financial planning market after it agreed yesterday to purchase the Perth based financial planning ...

Colonial First State Investments is set to lose one of the founders of its highly regarded funds management team after the group’s long time head of Australian equities, ...

In the third major shake up to hit the sales and marketing division within Invesco Australia over the last year, the group’s head of sales, Tony McFadyen, has been made r...

The Australian Managed Investments Association (AMIA) is calling on investors caught up in the controversy over mass marketed tax schemes to consider rejecting the Austra...

Australia’s retail managed funds market has overcome the market turmoil and investor insecurity that followed the September 11 terrorist attacks in the US to record posit...

Citigroup Asset Management has signalled the end of its direct management of retail funds after pulling out of managing the funds of the flagship retail superannuation o...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week ago
moneymanagement logo