News + Outlook

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AMP welcomes Cooper Report

From AMP Limited

AMP welcomed the Cooper Report released today by the Federal Government which aims to strengthen Australia’s superannuation savings system for the benefit of all Australians. AMP Chief Executive Officer Craig... Read more continue reading

05 Jul 2010

Asgard – making a difference for advisers at tax time

From Kate Gorman - BT Financial Group

As financial advisers embark on a new financial year, Asgard has launched a new online process for managing clients’ personal tax deductions in super. This makes Asgard one of the... Read more continue reading

02 Jul 2010

DKN signs for another 5 years with BT Wrap

From Kate Gorman - BT Financial Group

BT Wrap is delighted to announce it has signed a further five year agreement with DKN Financial Group Limited (DKN), reflecting the continued strength of the long term partnership between... Read more continue reading

01 Jul 2010

MLC completes industry leading transition to fee for advice

From Ben Leeson - MLC & NAB Wealth

MLC today completed the transition of its advice businesses to fee for advice, a process it began in 2006 when MLC first challenged the industry to drop commissions, improve transparency... Read more continue reading

01 Jul 2010

BT life insurance bolsters technical capability

From Kate Gorman - BT Financial Group

BT Life Insurance has bolstered its technical support capability with the appointment of Jason Menzies as Technical Manager, Life Insurance. In a newly created role, Jason will be responsible for... Read more continue reading

01 Jul 2010

Pre-open pricing on the ASX

From Pinnacle Financial Services Academy

Managing an orderly market and ensuring that share prices are not able to be manipulated by participants seeking an unfair advantage over others are important functions of the Australian Securities... Read more continue reading

28 Jun 2010

Industry body embraces a wider agenda

From FSC - Financial Services Council

IFSA to become the Financial Services Council The Investment & Financial Services Association (IFSA), the national peak body representing the $1.4 trillion retail and wholesale funds management, superannuation and life... Read more continue reading

24 Jun 2010

Sharia compliant finance

From Pinnacle Financial Services Academy

Several actions by the Government recently have revealed an intention to facilitate the expansion of the opportunities for Islamic finance in Australia. On 15 January the Johnson Report (“Australia as... Read more continue reading

21 Jun 2010

The New De Facto Property Laws

From Pinnacle Financial Services Academy

On March 1 we passed the first anniversary of the new laws which affect the property rights of de facto couples when a break-up occurs, so it’s timely to present... Read more continue reading

12 Apr 2010

Active vs Passive funds – the debate continues…

From Amanda Gillespie - Lonsec Research

Overview The debate over active versus passive management is not a new one. In the 1960s the world saw Eugene Fama develop the theory of the efficient market hypothesis and... Read more continue reading

31 Mar 2010

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Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]