George Liondis

George Liondis

News by this author

Financial planners who give advice to clients without taking a fee would be excused from rigorous disclosure requirements, including having to supply statements of advice...

The payroll tax threat against financial planning dealer groups appears over for good, after the NSW Government decided against appealing the verdict of its high stakes c...

Women have emerged as the major beneficiaries of the Federal Government’s superannuation co-contribution regime, according to data released by the Commonwealth this week....

Mariner has become the latest group to push into the burgeoning reverse mortgage market, announcing today it would offer retirees the opportunity to borrow up to $1 milli...

Global fund managers WestAM and Mellon Financial have announced plans to merge some of their operations into a 50:50 joint venture, in a move that will give Mellon a much...

While investors should think about increasing their hedge fund allocations, they need to be careful to ensure the quality of their investments is maintained, according to...

A growing interest in alternative investments and structured products by financial planners has led Aegis Equities Research to expand its specialist team....

Former Sydney City Councillor Kathryn Greiner will step down as chair of the FPA after one year at the top of the industry body....

Paragem Partners has made its second acquisition in as many months, snapping up Zurich’s DBOS licensee support service business, after it bought Tribeca’s compliance arm ...

Mercer Human Resources Consulting has reopened the debate about allowing fund members to access their superannuation early to help pay for mortgages and other purchases....

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 4 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 3 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 4 weeks ago

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

3 weeks 6 days ago

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

2 weeks 1 day 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 6 days ago
moneymanagement logo