RISK MANAGEMENT

Editorial

Advisers must look beyond the controversy from the recent Budget and determine what opportunities and risks it offers for their clients, David Glen writes....

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Life/Risk

Advisers must be extremely diligent about ensuring they fulfill their duty of care, as two recent court cases have shown. David Glen runs through the post-FOFA adviser ch...

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Financial planning

Banks are being warned against high risk lending by the Australian Prudential Regulation Authority (APRA), as house prices continue to grow in many markets across the cou...

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Funds management

THE process Lonsec implemented to select the winners for each award category is consistent with last year's process and consisted of three primary components....

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Financial planning

EQT’s acquisition of ANZ Trustees sees it create senior Risk and Compliance role....

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Superannuation

Self-managed super fund (SMSF) service provider Heffron has launched an online SMSF form with in-built checking tools to avoid compliance headaches....

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Editorial

Life insurer TAL has managed to maintain profitability despite record claims payouts....

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Financial planning

Regulatory and legislative change has become the biggest threat to Australian businesses, an Aon risk survey has revealed. ...

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Financial planning

Insurer TAL upgrades risk management approach via appointment of Chief Risk Officer. ...

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People & Products

Life insurer TAL has appointed a chief risk officer to its senior executive team to bolster its risk management sector....

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Editorial

Retail advisers have traditionally shied away from alternative investments, but an upswing in the market could see them become a hot ticket option in 2014, particularly f...

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Financial planning

Plato announces relationship with Milliman to overcome sequencing and longevity risk issues. ...

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Financial planning

An enforceable undertaking is one of the major challenges that can confront a financial services business, writes Grant Holley, but it need not be a nightmare and can be ...

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Editorial

Rudi Minbatiwala looks at the challenges of objectives-based strategies and the drawbacks associated with the simplifications of the risk concept....

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Funds management

Regulations for managed investment schemes (MIS) may be aligned with that of companies, according to a discussion paper released by a government advisory body....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago