Innovative boutique fund manager strips bare Sydney

From

Transparent, easy to understand and value for money, new Australian equities boutique fund manager Naked Funds Management Pty Limited (NakedFunds), which officially launched its inaugural fund, the NakedFunds Australian Share

continue reading

Opting in for a happy new year

From

Australia Day marks the official end of summer holidays for me and so, now it’s almost February, it’s time to focus on the main issues affecting financial advisers in 2011.

continue reading

The Tides of Change

From

Advisers optimistic in the face of reform Financial advisers have the determination and ability to adapt and grow despite ongoing industry changes, according to research released yesterday by the Association

continue reading

AFA White Paper: The Tides of Change

From

Editors Note The AFA, in partnership with NAB Financial Planner Banking, commissioned the “Tides of Change” research to better understand the current mindset of advisers and to understand their views

continue reading

Independent research validates CFP® certification standard

From

A research study into Australia’s financial planning industry comprehensively supports the CERTIFIED FINANCIAL PLANNER® certification standards of education, experience and ethics. Conducted by Dr June Smith through Victoria University, the

continue reading

AFA calls for Collective Voice

From

The Association of Financial Advisers (AFA) is calling on the profession to stand strong and united following the launch on 2 December of a powerful new group calling itself the

continue reading

New research comparing capital requirements of banks and insurers in Australia

From

New research into regulatory standards for banks and insurers has found that improved transparency would bring benefits and that some differences exist in the treatment of products that are economically

continue reading

ESG Research Australia unveils 2011 best practice equity research awards as 50th member signs up

From

ESG Research Australia (ESG RA) today opened nominations for its second annual research awards, to be held in March 2011. The awards reward excellence in research by Australia’s broking community

continue reading

Zenith Announces Further Client Growth

From

The number of financial dealer groups and adviser practices utilising Zenith Investment Partners (Zenith) research facilities and services continues to expand with Wilson HTM the most recent firm to confirm

continue reading

CFP professionals recognised for valuable advice

From

Certified Financial Planner® (CFP®) professionals continue to be recognised as the preferred source of financial advice. According to research commissioned by the Financial Planning Standards Council (FPSC) in Canada, consumers

continue reading