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RISK MANAGEMENT
Financial planning
Paragem Dealer Services has reported growth in the uptake of its risk management, compliance support and practice management systems....
Life/Risk
Towers Watson has boosted its investment services for insurers and reinsurers with the acquisition of investment advisory firm WellsCanning....
Financial planning
With the typical balanced portfolio in need of more risk diversification and the traditional safe haven of bonds offering little yield, investment grade credit and privat...
Financial planning
Australian organisations perform above average compared with their global peers when it comes to enterprise risk management (ERM) practices, yet only half have built a ri...
Financial planning
Multiple global concerns including sovereign risk, geopolitics and policy errors, Chinese growth, inflation and the next bubble suggest a new focus on risk management may...
Financial planning
There has been a growing interest in responsible investments over the past year, particularly among retail clients. Climate change and rising sea levels are just some of ...
Financial planning
Australian Financial Services (AFS) will launch a private label MDA next month it says is aimed at driving down costs ahead of the introduction of the FOFA reforms....
Superannuation
New research has reinforced the need for renewed focus on the post-retirement phase....
People & Products
The Association of Financial Advisers has appointed experienced bank man Phil Anderson to the role of chief operating officer....
People & Products
Crowe Horwath has appointed goods and services tax (GST) practitioner, Jonathan Doy, as a principal in the Sydney Tax Advisory group....
Financial planning
The second market downturn in three years may prompt super fund and platform sectors to finally start developing more protected growth linked retirement income solutions,...
People & Products
Four senior consultants at actuarial and financial services consulting firm Professional Financial Solutions (PFS) will become equity partners and directors of the firm....
Financial planning
CFS Wholesale Equity Income, K2 Australian Absolute Return, Platinum International and Platinum Asia have all maintained a 5 star rating in Standard & Poor's latest repor...
Financial planning
The Financial Services Council (FSC) has moved to reduce churn in the life insurance industry via a uniform approach to commissions....
People & Products
Western Asset Management has announced the appointment of Damon Shinnick to the firm's Australian fixed income team....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....