Steve Helmich

Steve Helmich has been AMP’s Director Financial Planning, Advice & Services for over 10 years. At AMP Steve has worked across investments, customer service and distribution.  Included in his experience is two years as an adviser, the leader of a taskforce that revamped distribution, a State Manager role in WA, and Managing Director of AMP […]

continue reading

Raymond Griffin

Ray Griffin is a founding director of AdviserVoice and having served more than 20 years as a financial planning practitioner, he is well versed in the issues which confront financial planners on a daily basis. He built a financial planning business from scratch and successfully sold it in 2009. Ray is a past Chairman of […]

continue reading

Julia Newbould

Julia Newbould is a communications professional with more than 20 years’ editorial experience (over 10 in financial services). She has significant experience writing for the financial services media industry including scripts for video and tv and with social media. Julia recently joined BTFG’s marketing department as Senior Marketing Specialist – Adviser Communications. Prior to this […]

continue reading

Zenith Launches its Model Portfolios on the Linear Managed Account Platform

From

Zenith Investment Partners (Zenith) has launched a suite of five diversified, multi-manager model portfolios on the Linear Managed Account platform. The models, which operate under a managed investment scheme structure, are actively managed by Zenith on behalf of clients to ensure that the funds held in the portfolios and their weightings remain optimal over time. […]

continue reading

Old favourites lose ground in Russell’s Australia high dividend index reconstitution

From

Defensive stocks and financials dominate high dividend index Fosters and Telstra were down weighted Defensive stocks have proved to be the best choice for dividend yields in the Russell Australia High Dividend Index reconstitution, while old favourites such as Fosters, Qantas and Telstra were down-weighted. The reconstitution has added eight new high-yield stocks mainly in […]

continue reading

Employees take a leap of faith off the iconic AMP building

From

More than 100 people, including 64 AMP employees, will be stepping off the side of one of Sydney’s iconic sky scrapers this week to raise money for disadvantaged youth. Urban Descent will be held on Friday 22 October 2010, at the AMP Building Circular Quay to raise money for the Sir David Martin Foundation to […]

continue reading

Research highlights need for advisers to prepare for battle

From

National President of the Association of Financial Advisers (AFA) Dr Jim Taggart, OAM says recent research published by Roy Morgan Research around the low level of consumer trust in advisers means advisers must prepare for battle. “Trust is fundamental to the advice relationship,” Dr Taggart said. “We know from our own Back to Basics consumer […]

continue reading

$A parity – is it sustainable & what is the impact?

Key points For the first time in 28 years the $A has spiked above parity against the $US, highlighting the culmination of a long hard slog back to form for the Australian economy. In a longer term context it is the last 28 years below parity which is the aberration. While the $A is vulnerable […]

continue reading

Parity! Aussie dollar hits 28-year high

From

Economic trends The Aussie dollar hit parity with the US dollar – one Australian dollar equalling one US dollar – overnight. The Aussie hit US$1.0002 very briefly at 11.17pm Sydney time before quickly retreating. The Aussie dollar is ending the US session near US98.80c. The last time that the Aussie was at parity with the […]

continue reading

Weekly Market & Economic Update, 15 October 2010

From

Headline developments of the past week After 28 years in the dogbox on the back of falling commodity prices and poor economic management the Australian dollar spiked above parity against the $US, briefly reaching $US1.004 before falling back to just above $US0.99. The return to parity has taken a bit longer than I first thought […]

continue reading