RISK

Funds management

An annual systemic risk barometer survey has outlined the most significant threats to the financial services ecosystem in the coming year....

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Funds management

The Government is today releasing a consultation paper on developing an Australian climate risk disclosure framework which could see financial institutions required to pr...

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Policy & Regulation

Climate change is likely to become a larger part of financial regulation with APRA seeking multiple analysts for a climate risk team. ...

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Financial planning

The typical Aussie investor invests for the long term through direct mutual funds and equities, has a high risk tolerance but their engagement with asset allocation is lo...

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Financial planning

With the Quality of Advice Review happening this year, one of ClearView’s regulatory priorities is that there be no further changes to risk commissions, an area flagged f...

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People & Products

ClearView Wealth has appointed former Cloe Reece as chief risk officer, who has worked in compliance at all of the Big Four banks. ...

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Life/Risk

Risk specialist advisers will have a tough time growing new business as the life insurance market continues to shrink and the cost of advice continues to rise....

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Life/Risk

In yet another sign of the challenging times confronting the life insurance industry in Australia, Hannover Life Re has announced it is exiting the direct group market to...

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Superannuation

Investors are likely to place themselves in ‘immense risk’ in the future as their portfolios will need to be 100% allocated to equities if they want to make returns from ...

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Life/Risk

The industry has an opportunity to reduce the cost of advice and to make the process more efficient and profitable for life/risk advisers, according to MLC....

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Funds management

Wealth and superannuation manager, Nucleus Wealth, has said it will remain cautious, although it was helped by managing to de-risk portfolios before the markets went into...

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Funds management

Passive funds could be a ‘penny-wise, pound-foolish trade’ as markets penalise price distortion, according to Ariel Investments....

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Expert Analysis

Geopolitics will be an ongoing source of volatility for markets but there are opportunities for advisers to find assets that will generate investment returns that clients...

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Funds management

The compounding effect of poor downside capture could have a devastating effect on retirement portfolios, according to Fidelity....

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Policy & Regulation

The Australian Securities and Investments Commission has urged a ‘sense of urgency’ be applied by companies to their non-financial risks, including compliance risk. ...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 22 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 23 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago