All Articles tagged with 'investment advice'

You are in Posts tagged 'investment advice'

Insurance Schmexperts

From Patrick Canion - RMG Financial Services

Just as it seemed the life of a financial adviser would return to mind-numbing dullness after the FoFA brouhaha, the Experts Schmexperts have re-appeared with more great ideas. What a

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25 Sep 2012

Oliver’s Insights – 3 steps forward, 2 steps back – but Euro-zone risks are receding

From Shane Oliver - AMP chief economist

The risk of a break up in the Euro-zone peaked in May, and has been declining since as European leaders have opted for “more Europe” and the ECB has committed

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24 Sep 2012

Zenith 2012 International Shares Sector Review

From Zenith Investment Partners

Developed and emerging markets are continuing to merge, according to Zenith Investment Partners 2012 International Shares sector review. Where a company is domiciled is no longer such a focus for

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24 Sep 2012

ATO: take care what you declare!

From Australian Taxation Office

So far this tax time the ATO has already stopped 58,000 income tax returns containing suspected over claimed or fraudulent refunds. “Each year our ability to match data gets better,

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21 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

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

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 [...]