All Articles tagged with 'Financial planners'

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Lonsec releases 2010 Australian Equity Income Sector Review

From Duncan Knight - Lonsec

Lonsec has released its 2010 Australian Equity Income Sector Review, which encompassed nine funds. Two of those received a Highly Recommended rating, the CFS Wholesale Equity Income Fund and the

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03 Nov 2010

James Blackshaw joins St.George Private Clients as State Head QLD and WA

From St George Private Clients

Rebecca Lim, General Manager St.George Private Clients, today announced the appointment of James Blackshaw as State Head QLD and WA. James joins St.George Private Clients from Bank West Private Banking

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03 Nov 2010

Removing the roadblocks to quality financial advice

From Dr June Smith - Argyle Lawyers

There are numerous legal and ethical risks related to the provision of financial advice to Australian consumers, all of which may impact on the quality of financial advisory outcomes that

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02 Nov 2010

How to build organisational resilience to ethical risk using integrity based mechanisms and culture

From Dr June Smith - Argyle Lawyers

Whilst tactics to remain competitive in a modern commercial environment often influence the belief that behaving ethically is not profitable, I like to think that a series of global financial

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02 Nov 2010

AMP Planner Protection Poll: It’s not just the horses who have blinkers on this spring

From AMP Financial Services

With the Spring Racing Carnival in full swing, AMP research finds Australians still have blinkers on when it comes to the importance of insurance. The AMP Planner Protection Poll found

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01 Nov 2010

Russell launches income funds to capture dividend resurgence and strong Aussie bond yields

From Russell Investments

High demand for dividends as income drives greater proportion of returns Australian bonds attractive due to good yields and quality issuers Russell Investments has today launched two income-based multi-manager funds

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01 Nov 2010

Australian payments technology hits high note at conclusion of peak global trade talks.

From Payment Adviser

Global interest in Australian-produced payments technology has peaked in recent weeks as offshore banking and financial institutions have become exposed to the unique Payment Adviser technology. Payment Adviser was one

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01 Nov 2010

Shorten shows he’s listening

From AFA - Association of Financial Advisers

Bill Shorten, Assistant Treasurer and Minister for Financial Services and Superannuation has already demonstrated that he is a true advocate of the financial services industry, focused on ensuring that the

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01 Nov 2010

Jane Watts to lead Westpac Private Bank

From Kate Gorman - BT Financial Group

Brad Cooper, BT Financial Group’s Chief Executive, today announced the appointment of Jane Watts to General Manager of Westpac Private Bank. Ms Watts joins Westpac Private Bank from her most

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29 Oct 2010

Lonsec releases 2010 Alternative Income Sector Review

From Libby Newman - Lonsec

Lonsec has released its 2010 Australian Alternative Income Sector Review, which consisted of 21 funds encompassing Alternative Income and Alternative Income (High). Of these, two Alternative Income funds received a

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28 Oct 2010

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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 [...]