George Liondis

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Financial planning

18 Nov

Most influential: Peter Morgan

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

Financial planning

18 Nov

Most influential: Joe Nowak

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

Financial planning

13 Nov

Macquarie fund goes retail after breaking $1bn barrier

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...

Financial planning

12 Nov

Austrac gives planners vote of confidence

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

Financial planning

11 Nov

Great Southern takes out PI cover for planners

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

Financial planning

08 Nov

Equity may inflict planners with case of Enronitis

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...

Financial planning

08 Nov

Platform war moves to new battlegrounds

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

08 Nov

Resnik to change financial advice with launch of planning offices

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....

Financial planning

08 Nov

APT set to renew play for AM Corp investors

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....

Financial planning

08 Nov

Buttula under fire at Sanford

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 ...