George Liondis

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Financial planning

25 Nov

Equity out performance muted in 2005

Equity markets will continue to outstrip more conservative asset classes over the next year, but will struggle to match the level of out performance they achieved in 2004...

Financial planning

25 Nov

FirstChoice makes high-end platform play

Colonial First State’s FirstChoice master trust has opened a new front in the battle for platform supremacy by signalling its intent to tackle more high end rivals head-o...

Financial planning

25 Nov

PI cover turns into compliance hurdle

Inadequate professional indemnity (PI) insurance is proving a major compliance hurdle for financial planning dealer groups, the Australian Securities and Investments Comm...

Financial planning

19 Nov

Equity growth down in 2005

Equity markets will continue to outstrip more conservative asset classes over the next year, but will struggle to match the level of out performance they achieved in 2004...

Financial planning

18 Nov

Dob in a dealer: plan to uncover code breakers

The Financial Planning Association (FPA) has been forced to defend itself against accusations that it will not be able to police its own self imposed get-tough codes on s...

Financial planning

18 Nov

News Briefs – November 18 2004

St George Bank-owned Ascalon Capital Managers has acquired an equity stake of up to 46 per cent in Alleron Investment Management, to bring the number of boutique fund man...

Policy & Regulation

18 Nov

Morningstar to track after-tax returns

The push for fund managers to report after-tax performance figures has been backed by the Morningstar research group, which has revealed plans to begin tracking post-tax ...

Financial planning

18 Nov

Planner PI scheme on a knife edge

An industry scheme to provide planners with professional indemnity cover is close to being set up, but could be scuttled at the eleventh hour because of a reluctance by d...

Accounting

15 Nov

Accountants take tough soft dollar stance

Accountants are set to take the moral high ground over advisers on soft dollar remuneration after developing a new code of conduct that takes a much tougher stance than t...

Financial planning

15 Nov

Watchdog to keep a close eye on planners

The Australian Securities and Investments Commission has warned that it may ramp up its surveillance of financial planning groups to coincide with tough new regulations o...