All Articles tagged with 'Financial planning'

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AFA – Community key in tough times

From AFA - Association of Financial Advisers

The Association of Financial Advisers (AFA)’s National Roadshow (the Roadshow) which recently visited Sydney, Melbourne, Brisbane, Adelaide, Perth and Hobart was a sell-out success, attracting a record 1,580 delegates and

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20 Sep 2012

Five ways investors can ride the QE3 stimulus

From Fidelity Worldwide Investment

“This is a watershed moment for markets,” says Tom Stevenson, Investment Director at Fidelity Worldwide Investment. “The third slug of monetary stimulus from the US Federal Reserve Bank came just

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19 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

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19 Sep 2012

Richard Borysiewicz joins Swita Investment Management

From Swita Investment Management

Swita Investment Management has appointed Richard Borysiewicz to the newly created position of Director of Strategy and Distribution. Founded in 2009, Swita Investment Management is a boutique investment manager that

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19 Sep 2012

RBA “no change” decision more finely balanced

From Craig James - Commsec

The latest Reserve Bank Board minutes confirms that the decision to leave rates on hold in September was more finely balanced than in prior months, due to the “significant downside

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19 Sep 2012

Oliver’s Insights – Q&A on QE3

From Shane Oliver - AMP chief economist

This edition of Oliver’s Insight looks at the latest round of quantitative easing announced last week in the US. The key points are as follows: Open ended quantitative easing (QE3) in

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19 Sep 2012

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

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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18 Sep 2012

Australian hedge & boutique funds control 17% of entire investment industry – study

From David Chin - Basis Point Consulting

The inaugural Triple A Partners/ Basis Point Consulting Australian Hedge and Boutique Fund Directory launched on 17 September. Highlights 165 hedge and boutique investment management firms control $208.4 billion, equivalent to

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18 Sep 2012

AMP Future2 Wheel Classic

From Future2 Foundation

With three days on the road the financial planners and friends have covered 500km and raised $84,000. Thirty one of the 40 cyclists who are participating left Circular Quay early

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18 Sep 2012

Education workshops mark financial planning history

From FPA - Financial Planning Association

The Financial Planning Association (FPA) has announced that it will be conducting a series of exclusive educational workshops across Australia as part of its 20th Anniversary celebrations. The workshops, targeted at

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18 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 [...]