All Articles tagged with 'Financial planners'

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Limited long-term impact on global markets from earthquake

From Talaria Capital

While the recent events in Japan will have a short-term impact on the global economy, history suggests that in the long term, markets will not be majorly affected, according to

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18 Apr 2011

S&P Withdraws Rating On ING Global Equity Opportunities Fund At Manager's Request

From Standard & Poor's

Standard & Poor’s Fund Services today withdrew its ratings on the ING Global Equity Opportunities Fund at the request of the manager, ING Investment Management Ltd. x This follows the

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18 Apr 2011

UBS Australian Small Companies Fund Remains 'On Hold'

From Standard & Poor's

Standard & Poor’s Fund Services today stated that the UBS Australian Small Companies fund remains ‘On Hold’ following UBS’s confirmation that two members of its three-person Australian-equities small-cap team—Jeremy Bendeich

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15 Apr 2011

AFA: calls again to restrict use of the term "financial advisor" under legislation

From AFA - Association of Financial Advisers

For better consumer protection, AFA again calls to enshrine the term “Financial adviser” In its 2009 submission to the Ripoll Inquiry, the Association of Financial Advisers (AFA) called for the

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15 Apr 2011

AFA: Sarah Riegelhuth takes on role as GenXt Chair

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA) has announced the 2011/2012 GenXt Committee, appointing financial adviser Sarah Riegelhuth from Wealth Enhancers as Chair. x Richard Klipin, the CEO of the AFA

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14 Apr 2011

S&P Assigns Three-Star Rating To MLC Global Property Securities Fund

From Standard & Poor's

Standard & Poor’s Fund Services today removed from ‘On Hold’ and assigned its three-star rating to the MLC Global Property Securities Trust. We placed the fund ‘On Hold’ last year

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13 Apr 2011

ASIC proposes major improvements in quality of prospectuses

From ASIC - Australian Securities & Investments Commission

ASIC is proposing an overhaul of prospectuses that would make them much easier for retail investors to use and would improve the quality of information on the proposed business model and

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12 Apr 2011

S&P Three-Star ‘NEW’ Rating for Glennon Capital Small Companies Portfolio

From Standard & Poor's

Standard & Poor’s Fund Services today assigned its three-star ‘NEW’ rating to the Glennon Capital Small Companies Portfolio, a SMA model portfolio which is managed by Glennon Capital and available

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11 Apr 2011

AFA: FOFA reforms include new education standards

From AFA - Association of Financial Advisers

This week the Government and ASIC have made two key announcements concerning the future of advice. Increasing education standards for new and existing advisers Financial advisers and the scope taxation

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08 Apr 2011

AXA commences Risk Learning Programme v.3

From AXA

AXA Australia has launched the third instalment of its successful Risk Learning Programme to advisers and adviser support staff across the country. X AXA Head of Product and Sales Capacity, Brad

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07 Apr 2011

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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 [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]