About fi360 Australasiafi360 offers a full circle approach to fiduciary education and practical implementation that has established us as the go-to source of fiduciary insights Read on
| A Fiduciary StandardDespite new regulations, codes and disclosure rules, it remains critical to define the detail of a fiduciary's prudent investment process. Read on
| TrainingProviding classroom, web-based and custom training on investment fiduciary responsibility for AIF® and AIFA® professional designations. For next AIF course dates and other details read on
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Charities and other Board Governed EntitiesBoard members and investment committees want to know what matters most, how to ask providers great questions and how to be effective.... Read on | Accountants/Lawyers and Family TrustsAccountants and lawyers have concerns for clients. Unfortunately few have any formal training in investment governance.... Read on | Financial AdvisersAdvisers wanting strong referrals, reliable client retention and reduced advice risk need to differentiate from those who are happy with minimum, rules based standards.... Read on | |
- Latest News & Views (more)
New On-Line AIF for Superannuation Trustees
Mon 26th July 2010 04:47:00 PM
In an initiative for Australian Superannuation entities, the Association of Superannuation Funds Australia (ASFA) and fi360 (Australasia) have launched web based education.
Article Printed in Pacific Accounting Review
Mon 12th July 2010 03:12:00 PM
The paper 'NZ unit trust disclosure: asset allocation, style analysis, and return attribution suggests that active management barely earns its fees and that passive investments might do as well or better. Asset allocation is shown to determine 80% of unit trust return variation and 60% of the difference in return between trusts.
'Mystery Shopper' Review of Advisers
Wed 30th June 2010 10:51:00 AM
Following Consumer magazine's review of New Zealand Financial Advisers, an independent report finds serious flaws.