DFS Portfolio Solutions in Melbourne, Victoria, Australia | Brokerage firm

DFS Portfolio Solutions

Locality: Melbourne, Victoria, Australia

Phone: +61 3 9658 6700

Address: Level 3, 179 Queen Street 3000 Melbourne, VIC, Australia

Website: http://www.dfsportfoliosolutions.com.au

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20.01.2022 Williams Higgins presents to the the future of funds management @ Melbourne Uni. #unimelb #business #economics... #dfsps See more

18.01.2022 DFS is a strong proponent of: (i) fee-for-service based advice; and (ii) greater transparency, including the separation of structural advice from product (portfolio) advice, as outlined in our submission to the Commissioner on 26 October 2018. Read more in the link. #RoyalCommission #FinancialServices #FinancialAdvisors

16.01.2022 ANNOUNCEMENT: DFSPS Most Nominated Manager in 2018 IMAP Awards #IMAPawards #dfsportfoliosolutions

14.01.2022 A landmark report by the Productivity Commission in the press today, putting pressure on non-performing industry funds and retail funds, alike. A follow up is expected from The Royal Commission that will further add to pressure. The retail Advice industry will probably be compelled to re-think its current product oriented approach to portfolio management. #superannuation #superfees #productivitycommission... #industrysuper #indsustrysuperfunds #retailsuper #retailsuperfunds #retailsuper See more

09.01.2022 Having made the decision to separate planning advice from portfolio advice long before the Royal Commission, DFS developed a service offering that enables investors and advisors to discern what value they are achieving by benchmarking their fees, portfolio returns and portfolio risk levels. This framework is being successfully delivered to clients, today. #FutureofAdvice #FutureofWork #FinancialAdvice... #FinancialAdvisor #InvestmentPortfolio #ManagedPortfolio #ProductivityCommission #RoyalCommission #Wealth #WealthManagement #IFA See more

06.01.2022 Has your Financial Advisor informed you on how to respond to the increase in volatility in US markets? Learn more about why you need to act now to take control of your portfolios and experience a steadier journey in good times and bad. -- #dfsportfoliosolutions #investment #gfc... #fintech #volatility See more

02.01.2022 Balanced Industry Super Funds have generally outperformed retail benchmarks by assuming more risk. While this may work for younger investors, it may also represent a problem for older investors approaching retirement age.