All Articles tagged with 'Financial planning'

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Weekly economic & market update

From Shane Oliver - AMP chief economist

Share markets fell further over the past week on the back of global growth worries and in nervous trade ahead of Fed Chairman Ben Bernanke’s address in Jackson Hole, before

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03 Sep 2012

Australians eager to find expert financial guidance

From FPA - Financial Planning Association

The Financial Planning Association’s (FPA) Financial Planning Week has proved to be successful in increasing consumer awareness about the positive difference sound financial advice can make, with thousands of consumers

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31 Aug 2012

The 10 questions investors are asking…and the answers

From Tom Stevenson - Fidelity Worldwide Investment

What are the top 10 questions advisers are getting from their clients? Here they are – with answers provided by Fidelity Worldwide Investment. How does the situation in Europe affect

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30 Aug 2012

Perspectives on China

From Craig James - Commsec

There is a long way to go in China’s industrialisation. Effectively China is at the same point that Japan was at in 1968 or at a similar point to where

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24 Aug 2012

Cash love affair heading for heartbreak

From Australian Unity Investments

Investors’ continuing love affair with cash could be leading them towards heartbreak if they don’t diversify, says David Bryant, head of Australian Unity Investments. “While all available research shows that

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24 Aug 2012

Wealthtrac lowers fee cap and introduces more flexible structure

From Wealthtrac

Independent superannuation and investment platform provider Wealthtrac, has launched a renewed offering for advisers; lowering fees, introducing a market-first cap of $350k and allowing advisers greater control in setting their

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24 Aug 2012

Cancer patients to benefit from free financial planning services

From AMP Financial Services

AMP and Cancer Council has launched a new program to provide free financial planning services to cancer patients in need. According to Cancer Council research, families can expect to lose

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23 Aug 2012

Investment Insight: investing in equities

From AMP

AMP Capital’s Head of Dynamic Asset Allocation Nader Naeimi examines the opportunities in investing in equities in a time of economic weakness and political uncertainty and what really are the

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23 Aug 2012

EQT appointed as responsible entity for 13 more funds

From Equity Trustees

Equity Trustees Limited (EQT) has been appointed Responsible Entity (RE) for thirteen funds managed by Ventura Investment Management Ltd and All Star Funds. All Star, together with Ventura, is the

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23 Aug 2012

Cancer patients to benefit from free financial planning services

From AMP Financial Services

AMP and Cancer Council has launched a new program to provide free financial planning services to cancer patients in need. According to Cancer Council research, families can expect to lose

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23 Aug 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 [...]