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 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 [...]