RISK MANAGEMENT
Financial planning
The Financial Planning Association (FPA) and publisher CCH have jointly launched an electronic compliance manual for financial planners....
Financial planning
UBS Global Asset Management will aim to increase its international equities funds under management following yesterday’s announcement that Colin Woods will now head up it...
Financial planning
Perennial Investment Management must increase its international equities funds under management (FUM) in order to remain viable over the long-term according to research h...
Financial planning
Alternative investment fund manager Absolute Capital has made significant changes to its investment team, with group managing director Deon Joubert picking up the role of...
Financial planning
The InvestorWeb Research Six Star Awards have been designed to identify and publicly recognise those fund managers that InvestorWeb Research attest to be premier fund man...
Financial planning
When is gearing okay? When the client understands what they are getting into and agrees it is an acceptable strategy. Paul Resnik reports....
Financial planning
Macquarie Bank has boosted its alternative investments offering to retail investors with the launch of the Macquarie Forestry Investment (MFI) Fund....
Financial planning
Macquarie Funds Management now has almost $6 billion invested in Asian joint ventures after taking a 40 per cent stake in Taiwanese boutique fund management firm United S...
Financial planning
The Financial Planning Association (FPA) has announced an overhaul of its education offerings, that will mean a ‘meatier’ education program focused on raising standards, ...
Financial planning
Remaining “true to label” and having well established teams and processes are some of the key factors for success for the finalists in the Money Management/Assirt Fund Ma...
Financial planning
The alternative asset category considered absolute return funds that employ an alternative investment strategy in the pursuit of an absolute return objective....
Financial planning
Adelaide-based financial planner David Middleton has called on the industry to come up with a risk-profiling process that puts the client’s needs first or run the risk of...
Financial planning
Hunter Hall Investment Management has undergone a staff reshuffle with the appointment of a new chief investment officer and the resignation of one investment analyst and...
Financial planning
Guardian Financial Planning was created as a haven for risk-based advisers in the face of the Financial Services Reform Act (FSRA) and, as Simon Segal writes, the group h...
Financial planning
Perennial Investment Partners has been given a poor rating by research house Morningstar due mainly to the fund manager’s continued “sub-par returns” over the medium to l...
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...