All Articles tagged with 'Financial planning'

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It’s not about you…it’s about the value

From Tony Vidler - Adviser to the Advisers

Financial advisers often struggle to create a value proposition that accurately expresses how they work differently, or what makes them special compared to others. It isn’t that they don’t have

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27 Sep 2012

Retirement adequacy falls as Australians remain cautious

From AMP Financial Services

The retirement adequacy of working Australians was at its lowest level since the GFC, falling almost 2 percentage points to 69.4% while projected retirement savings fell 7% to $492,000, according

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27 Sep 2012

AFA announces finalists in AFA Adviser of the Year Awards

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA) has named the finalists of the association’s prestigious 2012 AFA Adviser of the Year Award (the Award). And, in a year that sees the

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26 Sep 2012

Insurance Schmexperts

From Patrick Canion - RMG Financial Services

Just as it seemed the life of a financial adviser would return to mind-numbing dullness after the FoFA brouhaha, the Experts Schmexperts have re-appeared with more great ideas. What a

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25 Sep 2012

Budget on track despite record monthly shortfall

From Craig James - Commsec

The federal budget was in deficit by $43.7 billion in 2011/12 or 3.0 per cent of GDP. At the time of the May 2012 budget the government projected a deficit

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25 Sep 2012

Premium Wealth Management secures new advice firm

From Premium Wealth Management

Platinum Wealth Management has become the latest financial advice practice to join Premium Wealth Management 23 practice-strong dealer network. Platinum’s group of companies has been in operation for almost 12

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25 Sep 2012

AMP Future2 Wheel Classic – mission accomplished!

From Future2 Foundation

The final leg of the AMP Future2 Wheel Classic, a nine day 1200km cycle ride from Sydney to Melbourne was completed on the steps of State Parliament House in Melbourne

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25 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

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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 –

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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

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24 Sep 2012

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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 [...]