AFA Genxt Mentoring Program – Unlocking the Secrets of Success

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The Association of Financial Advisers (AFA) has launched its 2012 GenXt Mentoring Program (the Mentoring Program) with a series of ‘speed dating’ events held across the country late last month.... Read more continue reading

FPA calls on ASIC for further clarity on national standards

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The Financial Planning Association (FPA) has responded to the ASIC announcement last week on the next phase in its proposal to implement a national exam for financial planners. The FPA is calling... Read more continue reading

Weekly economic & market update

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Euro-zone – back from the abyss. The past week has been dominated by the European Union leaders’ summit, with Germany insisting that centralised controls of budgets and banking be in... Read more continue reading

Property & mortgage survey

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During May and June, The Investment Stylist invited its community to take part in a survey on Property and Mortgage issues. A total of 53 people responded to the survey.... Read more continue reading

Cash is still king

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Australian companies are continuing to hold more money in liquid cash and deposits than ever before. Just under half of financial assets at private sector companies are held in cash... Read more continue reading

Professional financial planners address change ahead of End of Financial Year

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With end of financial year fast approaching, the Financial Planning Association (FPA) invited members to share their top tips for financial planners during this busy period. Mark Rantall, CEO of... Read more continue reading

Philanthropic investment on the rise among wealthy Australians

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Australian Philanthropic Services (APS) recently announced the achievement of a significant milestone in Australian philanthropic investment, with the creation of the 1000th Private Ancillary Fund (PAF). One thousand individuals, families... Read more continue reading

Pengana – retreat to index funds and low-cost options are robbing portfolios

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Reducing MERs with index funds is not the best solution to volatile investment markets. The purpose of index funds and ETF’s are being misused by placing too many of the... Read more continue reading

Zenith issues ratings on three BetaShares ETFs

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Zenith has issued ratings on three  BetaShare  ETFs – the US Dollar ETF (Recommended), BetaShares Australian High Interest Cash ETF (Recommended) and BetaShares Gold Bullion ETF – Currency Hedged (Recommended). BetaShares US Dollar... Read more continue reading

Australian wealth leaders unite under advice professionalism banner

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Fitzpatricks Private Wealth today announced the appointment of respected wealth management professionals Mr Chris Cuffe and Mr John McMurdo to its Board of Directors, ahead of plans to extend the... Read more continue reading