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RISK MANAGEMENT
Editorial
Although lifecycle investing may hold the solution to one set of problems, it also has the potential to lift the lid on another Pandora’s box, writes Renato Mota....
Financial planning
Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....
Financial planning
While recent media reports have painted a less than flattering picture of its former culture, it is important to recognise that Commonwealth Financial Planning has come a...
Financial planning
ASIC signals it will look to the most senior levels when it detects a bad compliance culture....
Financial planning
Equity Trustees (EQT) has named Mercer as its external asset consultant for its retail and institutional business, moving this function to a third party for the first tim...
Funds management
The majority of the investment management industry globally feels ill-equipped to deal with data aggregation requirements....
Financial planning
Research house Lonsec has joined with actuarial consulting firm Milliman to launch a new service aimed at the Australian retirement income market....
People & Products
The AFA has appointed Deborah Kent to its board as NSW director, replacing Mark Hoskin....
Superannuation
Financial planning firms operating in-house portfolio construction functions face having to 'FOFA-proof' against looming operational risks embedded in the Future of Finan...
Editorial
ASIC was right when it issued a warning to financial services licensees to ensure they have “robust recruitment processes” in place when appointing people who have previo...
Life/Risk
Longevity risk remains one of the key issues facing corporate Australia but many businesses are overlooking the key drivers of an effective risk management strategy....
Funds management
This year’s Money Management/Lonsec Fund Manager of the Year awards Rising Star is Itau Unibanco SA - a fund manager which has been operating in its Brazil home market si...
Funds management
Depth across a number of asset classes and strong stock selection in Australian equities, Australian small caps and fixed income has led to Schroder continuing its winnin...
Funds management
Hyperion can thank the high quality stocks in its Small Growth Companies fund for winning it the Australian equities small cap category in the 2013 Money Management/Lonse...
Funds management
First Super is contacting its overseas fund managers to alert them to their position on JP Morgan's governance model and the action it will take at the bank's upcoming a...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...