RISK MANAGEMENT
Superannuation
The standard of retirement income products needs to be lifted to that of SMSFs to fit in with a well-working retirement system...
Superannuation
When it comes to superannuation, the law of common sense often does not suffice, Patrick Jackson writes....
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....
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...
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...
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....
Financial planning
EQT’s acquisition of ANZ Trustees sees it create senior Risk and Compliance role....
Superannuation
Self-managed super fund (SMSF) service provider Heffron has launched an online SMSF form with in-built checking tools to avoid compliance headaches....
Editorial
Life insurer TAL has managed to maintain profitability despite record claims payouts....
Financial planning
Regulatory and legislative change has become the biggest threat to Australian businesses, an Aon risk survey has revealed. ...
Financial planning
Insurer TAL upgrades risk management approach via appointment of Chief Risk Officer. ...
People & Products
Life insurer TAL has appointed a chief risk officer to its senior executive team to bolster its risk management sector....
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...
Financial planning
Plato announces relationship with Milliman to overcome sequencing and longevity risk issues. ...
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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MARKET INSIGHTS
Podcast
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...