George Liondis

George Liondis

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The extent of any individual’s influence on an organisation is often best gleaned when they are no longer there....

If you need proof the last year was dominated by regulatory and industry issues, look no further than Joe Nowak....

Macquarie Funds Management will move to list its wholesale Diversified Treasury Fund on master trust and wrap menus after the fund broke the $1 billion mark for funds und...

Australia’s anti-money laundering agency, Austrac, has taken the step to recognise financial planners as legitimate ‘professionals’....

Leading agribusiness group Great Southern Plantations has taken out a special professional indemnity (PI) insurance policy to cover financial planners wanting to recommen...

The opportunity to take an equity stake is one of the most important features advisers look for when choosing a master trust or wrap. But could it leave the financial pla...

ANYONE who knows anything about the business of financial services knows that master trust and wrap platforms have risen from almost nought a decade ago to become the dom...

FINANCIAL Planning consultant Paul Resnik is preparing to put his money where his mouth is with plans to launch a chain of financial planning offices....

The Australian Policy Traders (APT) group is set to make another grab for investors wanting to exit AM Corporation’s troubled Diversified Traded Policies (DTP) fund....

IWL’s attempt to increase its stake in Perth-based online broking group Sanford continues to be embroiled in controversy, with IWL chief executive Otto Buttula having to ...

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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 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 5 days ago

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

2 weeks 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 5 days ago
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