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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

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 2 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 4 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks ago

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

1 week ago