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AFA launches 2014 mentoring program

MARK SMITH  |  MONDAY, 16 JUN 2014
... share their experiences, thoughts and approaches with newer advisers. This is of irreplaceable valuable in developing the next generation of professional financial advisers." Lachlan Money of Stream Financial was an aspirant in the AFA Mentoring program ...

Exceeding your MAXpectations

MICHELLE BALTAZAR  |  FRIDAY, 13 JUN 2014
As I count down to the final hours before the weekend, my mind is already racing to next Wednesday, when we host our annual forum and awards for sales and marketing professionals in financial services (a.k.a. MAX). MAX is inspired by TED, the widely-lauded ...

MAX Preview: Beyond value of advice

MICHELLE BALTAZAR  |  THURSDAY, 12 JUN 2014
One of the key discussions at next week's Financial Standard MAX Forum is the distinct refocusing of marketing offers to the concerns of financial advisers not just as go-to advice experts but as successful business owners. Next Wednesday, the MAX-nominated ...

Investors find opportunity in SMSF conservative approach

LAURA MILLAN  |  WEDNESDAY, 11 JUN 2014
... volatility. The latest Credit Suisse equity research explains that companies forecasted to raise dividend payments over the next two years could be bought now by risk tolerant investors, and sold later to the more conservative SMSFs. Credit Suisse suggested ...

Wanted: $20bn electricity investor for NSW

ALEX DUNNIN  |  WEDNESDAY, 11 JUN 2014
... Mike Baird, said the proposal will now form a major plank of the government's re-election platform that will be presented at next year's NSW state election. Announcement of the internal party agreement coincides with the conclusion of Prime Minister ...

Australia among the big guns in millionaire stakes

MARK SMITH  |  WEDNESDAY, 11 JUN 2014
... 2013 (5.5% of the global total), an increase of 19.7% over 2012. At an expected compound annual growth rate of 9.1% over the next five years, UHNW households are projected to hold US$13.0 trillion in wealth (6.5% of the total) by the end of 2018. Wealth ...

Indian optimism

BENJAMIN ONG  |  WEDNESDAY, 11 JUN 2014
... from the RBI is that further policy tightening should not be needed but that's only if... inflation eases to 8.0% by January next year and 6.0% the year after. But never you, I and Irene mind. Inflation may have strait-jacketed the RBI but Mr. Modi's ...

Power sell off approved by NSW govt

AAP  |  TUESDAY, 10 JUN 2014
... approved the multi-billion dollar partial sale of its electricity network assets and will take the controversial policy to the next election. Coalition MPs agreed to privatise 49 per cent of the poles and wires assets on 99-year leases, with proceeds ...

Everything but the kitchen sink

BENJAMIN ONG  |  FRIDAY, 6 JUN 2014
... depositing money with us......go out there and lend it if you want your money to earn more money. This is exactly what the next set of ECB give-aways emphasised: "targeted longer-term refinancing operations" (TLTROs) worth a,-400 billion or cheap loans ...

Van Eyk adds SMAs to research platform

MARK SMITH  |  THURSDAY, 5 JUN 2014
... executive and chief investment officer Mark Thomas said the group had plans to expand its SMA research capabilities in the next 12 months. "As investors become more sophisticated, they want greater flexibility and control of their assets. With an SMA ...