George Liondis

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Financial planning

17 Mar

Review calls for change to complaints process

The Financial Industry Complaints Scheme (FICS) has agreed to undergo major changes after an independent review called for a revaluation of its complaints handling proced...

Financial planning

14 Mar

IWL extends offer for Sanford

Financial planning software provider IWL has extended its takeover offer for online broking group Sanford by two weeks after a muted response from Sanford’s shareholders....

Financial planning

13 Mar

Westpac rolls out BT wrap to advisers

The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...

Financial planning

11 Mar

Grey army to battle over defence spending, ASFA warns

Australia’s peak industry body for the superannuation industry, the Association of Superannuation Funds of Australia (ASFA), has warned the Government that any increased ...

Financial planning

06 Mar

Ipac extends influence in AXA and Asia

The push by Australian groups into the budding Asian financial planning market is set to continue, with news that Ipac Securities is preparing to launch financial plannin...

Financial planning

06 Mar

Standards body looks to set new height bar

Australia’s chief standards setting organisation, Standards Australia, has weighed into the debate about the quality of financial planning advice by revealing plans to de...

Financial planning

06 Mar

Principals in the lurch as Stockford slumps into administration

The principals of Stockford financial planning practices will be forced to negotiate with administrators to regain control of their businesses after the troubled group sl...

Funds management

06 Mar

Van Eyk puts ‘Hold’ on BT/Sagitta listed property

The influential van Eyk research group has placed BT/Sagitta’s listed property funds on a ‘Hold’ rating following the recent resignation of the group’s head of listed pro...

Financial planning

05 Mar

Bridges to expand as Tower rebuilds

The Tower-owned Bridges dealer group has announced plans to open three new financial planning offices....

Financial planning

03 Mar

Iress to buy Xplan in planning software bid

Sharemarket information system provider Iress Market Technology has made another bid to enter the financial planning software market, just four months after the collapse ...