All Articles tagged with 'financial advice'

You are in Posts tagged 'financial advice'

Advice conundrum – Gen Y trust financial advisers but view as too expensive

From RaboDirect

When it comes to money and our financial futures – who do we turn to and trust most to give quality advice? According to the 2013 RaboDirect National Savings &

continue reading

25 Feb 2014

Financial advice valued, but rarely sought

Australians rank the state of the economy as their number one concern, and only half of all Australians feel confident about their financial future. These were some of the key

continue reading

26 Nov 2013

Advice for life needs embracing

From Equity Trustees

Planners need to embrace the concept of ‘Advice for Life’, both to add value to their business and help clients better manage their retirement, says Geoff Rimmer, head of private

continue reading

08 Mar 2013

Ask an Expert week gives more access to better financial advice

From FPA - Financial Planning Association

The Financial Planning Association (FPA) has announced an overwhelming response to its inaugural Ask an Expert Week, which it ran nationally between the 21 and 27 January. Talking about

continue reading

14 Feb 2013

What does Female Excellence look like in 2012? Like this…#3

From TAL

Excellence in advice is more than just providing quality advice, it’s about going over and beyond your call of duty to provide the support and living tools people need –

continue reading

28 Sep 2012

The US election and the markets

From Tom Stevenson - Fidelity Worldwide Investment

The US election is becoming one of the next key considerations for equity investors. Ironically, the state of the American economy and stock market could influence the election outcome. In

continue reading

24 Sep 2012

What does Female Excellence look like in 2012? Like this…#2

From TAL

Excellence in advice is more than just providing quality advice, it’s about going over and beyond your call of duty to provide the support and living tools people need –

continue reading

24 Sep 2012

Oliver’s Insights – 3 steps forward, 2 steps back – but Euro-zone risks are receding

From Shane Oliver - AMP chief economist

The risk of a break up in the Euro-zone peaked in May, and has been declining since as European leaders have opted for “more Europe” and the ECB has committed

continue reading

24 Sep 2012

Weekly economic & market update

From Shane Oliver - AMP chief economist

Global monetary easing continued over the past week with the Reserve Bank of India cutting banks’ required cash ratios and the Bank of Japan increasing the size of its quantitative

continue reading

24 Sep 2012

ASIC releases guidance on hedge fund disclosure

From ASIC - Australian Securities & Investments Commission

ASIC has finalised guidance on new disclosure benchmarks and principles for hedge funds to improve investor awareness of the risks associated with these products. ASIC’s guide, Regulatory Guide 240 Hedge

continue reading

19 Sep 2012

FIRST 12 3 4 5 LAST

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]