RISK MANAGEMENT
Editorial
Australians have sought offshore diversification for years. The logical extension is to think more deeply about how to make offshore exposures complement local ones, acco...
People & Products
BT Investment Management has named a new chairman as Brian Scullin announces his retirement....
Funds management
Zenith Investment Partners has observed significant progress by multi-managers in the areas of investment implementation and risk management as part of its latest diversi...
Financial planning
Lawyers target planners as ASIC says PI is a risk management tool rather than a consumer protection mechanism....
Editorial
Milana Pokrajac takes a look at the troubled dealer group WealthSure, its history and its plan to change what the regulator deemed a bad compliance culture. ...
Funds management
The longer the debt crisis continues the greater will be the divide between leaders and laggards in the institutional world, according to CREATE chief executive Professor...
Financial planning
Paul Derham draws on extensive recent research to provides tips to help financial planners sail through their next licensee compliance audit. ...
Financial planning
APRA warns lenders against letting the current low interest rate environment drive up unsustainable housing credit....
Financial planning
Following a run-in with ASIC and a departure of its co-founder and managing director Darren Pawski, troubled dealer group WealthSure has rolled out a new strategy to buil...
Financial planning
New Deloitte research reveals the increasing use of remuneration clawbacks for financial services executives but not for the upper-most echelon of management....
Financial planning
ASIC has accepted an enforceable undertaking from WA-based dealer group WealthSure, with former CEO Darren Pawski banned from the industry....
Funds management
Hunter Hall will launch a new Australian equities fund into the institutional market and close two of its retail fund offerings after posting a net profit after tax of $4...
Editorial
The conundrum of low returns sets up a desire to take on greater risks. Taking responsibility and lowering risk during times of poor expected returns makes sense, accordi...
Life/Risk
Life insurance companies and other institutions will receive a 12-month transition period on implementing APRA’s risk management requirements, the regulator has announced...
Financial planning
A new survey reveals how financial services companies are ensuring they can actually claw-back salaries from executives....
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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...