All Articles tagged with 'Financial planning'

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Zenith rates the OCTIS Asia Pacific Fund Recommended

From Zenith Investment Partners

OCTIS Asset Management (the “Manager”) is an Asian multi-strategy hedge fund manager that offers the OCTIS Asia Pacific Fund (the “Fund”). The Fund uses a combination of strategies with the

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17 Sep 2012

US Federal Reserve approves QE3

From CMC Markets Group

Earlier today, the US Federal Reserve Open Market Committee (FOMC) approved another round of unconventional monetary stimulus, agreeing to deliver the third set of quantitative easing (QE3). The plans announced

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17 Sep 2012

Weekly market & economic update – risk on!

From Shane Oliver - AMP chief economist

The past week has been another good one for investors as various key events that investors had been worrying about have continued to pass with positive outcomes. The big news

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17 Sep 2012

Will you marry me?

From Tony Vidler - Adviser to the Advisers

I have no idea what the actual statistics would be, but I am willing to wager that the success rate of popping the question “will you marry me?” onto a

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14 Sep 2012

Biggest fall in credit card debt in 18 years

From Craig James - Commsec

The average credit card balance fell by $69 (2.0 per cent) to $3,299.10 in July. It was the biggest fall in credit card debt for a July month on record

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14 Sep 2012

Australian Unity Group revenue up in challenging environment

From Australian Unity

Financial services, healthcare and retirement living company Australian Unity Limited (Australian Unity) has reported revenues of $1.12 billion for the year ending 30 June 2012, an increase of 10 percent

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14 Sep 2012

Wither the UK?

From Michael Collins - Fidelity Worldwide Investment

The UK’s Standard Chartered bank is under investigation by four US federal bodies and faces up to a US$1 billion (A$1.05 billion) in fines for bypassing US money-laundering sanctions against

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13 Sep 2012

Preference for bank deposits hits 38-year high

From Craig James - Commsec

The Westpac/Melbourne Institute index of consumer confidence rose by 1.6 per cent in September to a reading of 98.2. Sentiment levels are up 1.3 per cent on a year ago.

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13 Sep 2012

Oliver’s Insights: Shares climbing a wall of worry

From Shane Oliver - AMP chief economist

The attached ‘Oliver’s Insight’ looks at the continuing recovery in share markets, despite ongoing worries about the global growth outlook. The key points are as follows: Global growth is likely to be

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13 Sep 2012

House prices up, as first home buyers return to the market

From Bendigo and Adelaide Bank

Median house prices across Australia’s capital cities have increased over the June quarter by 1.4 per cent, with other dwellings up 0.6 percent, according to the latest data from the

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13 Sep 2012

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CPD: The case for Australian mid-caps – why quality is on sale
Share prices move every day. The underlying value of the businesses behind those prices does not move nearly as often, or as much. That distinction matters more than usual right [...]
CPD: Investment bonds revisited – understanding the fundamentals in a changing tax landscape
For many years, investment bonds have occupied a relatively small corner of the Australian investment landscape. While familiar to some advisers, others may have had limited reason to consider them [...]
CPD: Positioning portfolios for the next world order
Key takeaways The global system is becoming more fragmented and policy-driven, leading to more uneven and less predictable market outcomes. Geopolitical risk is now persistent, showing up not just in [...]
CPD: A review of the Code of Ethics (part one)
The Financial Planners and Advisers Code of Ethics (Code) has sat at the centre of adviser conduct in Australia since it became mandatory on 1 January 2020. This article, proudly [...]
CPD: Think your clients aren’t complaining? ASIC might disagree
Complaints are so big right now 2026 has been a big year for financial services complaints, and not just numerically. Certainly, the volume of complaints is noteworthy. AFCA data[1] released [...]