Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
RISK MANAGEMENT
Superannuation
A new financial product known as Endowment Bonds has been proposed as an annuity alternative by the Endowment Bond Exchange. ...
Financial planning
UNPRI’s anti-corruption initiative has been successful in changing the risk management practices of approximately 75 per cent of companies targeted....
Financial planning
ASIC has accepted an enforceable undertaking (EU) from Halifax Investment Services after an investigation found deficiencies in the company’s risk management and complia...
Funds management
ASIC has released a consultation paper that aligns with international standards on risk management for the managed funds sector, it said....
Editorial
Staying out of growth assets is the biggest mistake financial advice clients make at the moment, according to David Bryant from Australian Unity Investments, who argues r...
Life/Risk
In the ongoing debate about risk insurance fees versus commission, it’s time to think about the financial adviser's value proposition, writes Col Fullagar. ...
People & Products
Frontier Advisors has bolstered its consulting team with five new hires. ...
Financial planning
Financial planning licensees need to take a close look at their Approved Product Lists (APLs) to ensure they are sufficiently broad, according to Minter Ellison partner R...
People & Products
AMP Capital has added two portfolio managers to its alternatives team....
Life/Risk
TAL has become the first Australian life insurer to sign on to the United Nations Principles for Sustainable Insurance....
Financial planning
Global index company FTSE Group has launched a rules-based, long-short index, the FTSE Dynamic Commodity Index....
Funds management
Praemium will take over as responsible entity of BlackRock's separately managed account scheme, with BlackRock to focus on providing asset management and risk management ...
Financial planning
Equity Trustees has signed up to specialist cross-border transaction network Calastone....
Financial planning
Ratings house Lonsec has awarded Equity Trustees Limited's Australian equities fund, the EQT Wholesale Flagship Fund, a "recommended" rating....
Editorial
What are the benefits of using a commodity trading adviser (managed futures) fund in a portfolio? What is a reasonable allocation, and where should that allocation come f...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...