SAFAA Monthly – March 2022

INSIDE THIS ISSUE: Personalised advice at scale: introducing mass tailored portfolio management | Why wealth management’s generation of rent-takers will be overtaken by tech-savvy entrepreneurs  The case for combining public […]

Standout year for listings on ASX

By James Posnett, General Manager, Listings, ASX Sharemarket gains spur increase in capital raisings, IPO volumes. 2021 was a year of records in the Listings business. The global Initial Public […]

Wholesale investor test paper examines calls for change

By Judith Fox, CEO, SAFAA Calls for change to the wholesale investor test from members of academia, the legal profession and the financial advice industry itself have increased in frequency […]

The case for demographics

Sponsored article By Anita Wynimko, Alex Gold & Oliver Hextall, Portfolio Managers for the Fidelity Global Demographics Fund (Managed Fund) ASX:FDEM Predictable long-term trends shaping global growth Demographic analysis is […]

Asset class returns during inflation and growth periods

Contributed by CIP Asset Management (CIPAM) With US inflation at 7.0% and US real GDP at 5.5% yoy (Dec 20 – Dec 21) we have entered an economic scenario not […]

SAFAA Monthly – Feb 2022

INSIDE THIS ISSUE: Loss of purchasing power emerges as key investment risk: New thinking on asset allocation needed as inflation and rates hit inflection point. “A financial legacy of the pandemic […]

SAFAA Monthly – Feb 2022

INSIDE THIS ISSUE: Loss of purchasing power emerges as key investment risk: New thinking on asset allocation needed as inflation and rates hit inflection point. “A financial legacy of the pandemic […]

Wholesale investor test paper examines calls for change

Stockbrokers and Financial Advisers Association (SAFAA) has today issued a discussion paper examining the question of whether the wholesale investor test should change. “Calls for change to the wholesale investor […]

New education standards puts the profession back on a sustainable footing

The Government’s proposals to reset education standards for financial advisers have been welcomed by Stockbrokers and Financial Advisers Association (SAFAA) as restoring common sense to education standards to the benefit […]

SAFAA welcomes Coalition reset of education standards

The release by Minister for Superannuation, Financial Services and the Digital Economy Senator the Hon Jane Hume of a proposed reset of education standards for financial advisers is welcomed by […]