All Articles tagged with 'Financial planners'

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Research highlights need for advisers to prepare for battle

From AFA - Association of Financial Advisers

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

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19 Oct 2010

Actuaries call for standardised superannuation fund benefit projections to help members

From Institute of Actuaries of Australia

Superannuation funds should include member benefit projections in annual member statements to help members track their progress towards their retirement savings goals and encourage voluntary super contributions, according to a

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13 Oct 2010

Preventing insolvent trading: the focus of new ASIC report

From ASIC - Australian Securities & Investments Commission

ASIC has today released a report that sets out the key messages and outcomes of its national insolvent trading program (NITP). The report, National Insolvent Trading Program Report (REP 213)

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13 Oct 2010

Sector ETFs Take ETF Strategies to a More Active Level Including Core/Satellite and Sector Rotation Strategies

From Annmaree Varelas - Australian Index Investments

With a sector ETF, investors can take ETF strategies to a more active level. Sector ETFs buy the sector, rather than the individual stocks, and gain an appropriately weighted interest

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13 Oct 2010

AFA’s search for a star reaches final

From AFA - Association of Financial Advisers

Richard Klipin, CEO of the Association of Financial Advisers (AFA) says the future of financial advice is in good shape, judging by the standard of the finalists in this year’s

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12 Oct 2010

SMSF Use of Sector ETFs Likely to Follow the Success of Broader Passive Investments

From Annmaree Varelas - Australian Index Investments

For the first time in Australia, investors can take a view on a particular market sector such as Resources, Financials or Energy. With a sector ETF, investors can simply buy

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07 Oct 2010

Russell’s super administration model focused on members

From Russell Investments

Russell introducing intra-fund advice to support its member engagement strategy More than 70 staff accepted roles to join Russell’s administration business Global financial services firm Russell Investments announced it is

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06 Oct 2010

Financial planning in Australia: a bright future

From Raymond Griffin - AdviserVoice

Financial planners have been the recipients of an inordinate amount of ‘broad brush’ criticism over the last few years – some justified, some not so. Consumer surveys seem to regularly,

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01 Oct 2010

NTAA Hits Back At Criticism From the Financial Planners Association of Australia

From NTAA - National Tax & Accountants™ Association

NTAA Hits Back At Criticism From the Financial Planners Association of Australia. More than 800 members of The National Tax & Accountants’ Association (NTAA) attending a seminar in Sydney have

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30 Sep 2010

Magnitude tackles the future at fifth annual conference

From Kate Gorman - BT Financial Group

Magnitude will hold their fifth annual conference this week with the dealer group tackling the future under the conference theme, “Swing of the Pendulum,” against the backdrop of Byron Bay.

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27 Sep 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 [...]