All Articles tagged with 'financial services'

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Greetings from the AFA conference

From AFA - Association of Financial Advisers

This is my first of what should be a brief but regular contribution to AdviserVoice, written from the point of view of a practicing self Licensed Adviser. Naturally other ‘Gurus’

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24 Oct 2010

Rally Call: AFA calls for adviser support ad campaign “Make A Plan”

From AFA - Association of Financial Advisers

Multi-media campaign designed to win the hearts and minds of consumers The Association of Financial Advisers (AFA) has issued a rally call to members to support ‘Make a Plan’ –

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24 Oct 2010

Andrew Shakespeare named AFA’s Rising Star

From AFA - Association of Financial Advisers

Andrew Shakespeare of JSA Financial Planning Group (NSW) has been named this year’s Association of Financial Advisers (AFA) Rising Star. The AFA Rising Star of the Year Award (the Award),

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24 Oct 2010

Update – Australian unlisted direct property funds

From Peter Flynn - Lonsec

The Australian unlisted direct property market has not escaped the credit squeeze, impact of rising interest rates, corrections in the global property markets and sharemarket volatility. These adverse factors have

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22 Oct 2010

AIOFP Announces Appointment of Two New Directors

From AIOFP - Association of Independently Owned Financial Planners

Association of Independently Owned Financial Planners (AIOFP) Chairman and Australian Financial Services Group Ltd (AFS Group) Managing Director and Group CEO Peter Daly has announced the appointment of Dr. Dennis

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22 Oct 2010

Research Houses! All talk but very little value!

From Ross Johnston - Australian Unity

Financial planners continue to question the relevance of research houses, yet we still see little evidence of change in the service offering from research houses to keep pace with the

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21 Oct 2010

AMP launches Diploma of Financial Services

From AMP Limited

AMP is boosting its training capability by introducing a new qualification, the Diploma of Financial Services, which will be available through its Horizons Academy from January 2011. AMP Horizons Director

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20 Oct 2010

Guiding SMSF trustees through borrowing and residential property investing

From Perpetual Private

An increasing number of self-managed superannuation fund (SMSF) trustees and members looking at investing in residential property are seeking clear information on borrowing, and how residential property fits within their

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20 Oct 2010

Top Five Questions Investors Ask

From Brian Thomas - Perennial Investment Partners

The GFC and subsequent volatility has increased the number of market presentations my team and I have been asked to do for the clients of financial planners. I thought you’d

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20 Oct 2010

Zenith Launches its Model Portfolios on the Linear Managed Account Platform

From Zenith Investment Partners

Zenith Investment Partners (Zenith) has launched a suite of five diversified, multi-manager model portfolios on the Linear Managed Account platform. The models, which operate under a managed investment scheme structure,

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19 Oct 2010

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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 [...]