All Articles tagged with 'investment advice'

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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

CIOs’ sentiment returns to positive in September quarter

From FSC - Financial Services Council

The Chief Investment Officer Index released today by the Financial Services Council (FSC) shows CIO sentiment is improving, but remains weak. The overall rating of CIO sentiment is five for

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31 Aug 2012

Hyperion takes credit for finding growth in Aussie equities

From Hyperion Asset Management

The post-GFC credit cycle has seen a reversal of fortune for companies with low levels of gearing and organic growth, according to Australian equities fund manager, Hyperion Asset Management. Mark

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31 Aug 2012

Principal Global Investors approved for $150 Million QFII quota

From Principal Global Investors

Principal Global Investors, LLC, a leading global asset manager and a member of the Principal Financial Group® (NYSE:PFG), announces it has been approved for a $150 million quota as a

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30 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

APRA releases quarterly superannuation statistics for June 2012

From APRA - Australian Prudential Regulation Authority

The Australian Prudential Regulation Authority (APRA) today released its June 2012 Quarterly Superannuation Performance publication. Total estimated assets, which includes the assets of self-managed superannuation funds and the balance of

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24 Aug 2012

New brochure promotes better consumer awareness of advice as CFP designation takes hold

From FPA - Financial Planning Association

The Financial Planning Association (FPA) has launched a new plain English guide to simplify the complexities that financial planning can entail for Australians seeking financial advice. The brochure is available

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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

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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 [...]