RISK MANAGEMENT

Financial planning

Investors need to adopt better risk management and a ‘total return’ approach in light of significantly lower global economic growth in 2011, according to ING ...

Financial planning

NAB’s investment management business takes stake in start-up boutique....

Financial planning

The Financial Planning Standards Board has released a guidance document in support of supervised work experience for financial planning entrants....

Editorial

Dominic McCormick explains why investors and financial advisers need to look at the here and now when it comes to currency management in investment portfolios - especiall...

image
Life/Risk

Two years out from the implementation of a new regulatory environment, insurers are facing resourcing issues....

Financial planning

After a couple of tumultuous years, the financial planning software sector is heading for a period of simplicity. Janine Mace explores how providers are adopting a fresh ...

image
Financial planning

Global provider of insurance brokerage and risk management services, Aon Corporation, announced it has completed its US$4.9 billion merger of Hewitt Associates with a sub...

Financial planning

FPA board candidates query use of “independent assessments” on ballot papers....

Financial planning

A survey of over 300 senior business people has revealed a greater awareness of the importance of risk management after the global financial crisis....

Editorial

Marcello Bertasso explains why in a world of underinsurance, life insurance companies need to cast their nets a little wider....

image
Funds management

Select Asset Management has made a further move to position its Customised Portfolio Solutions service with non-aligned, mid-tier dealer groups, appointing Gary Walsh as ...

Financial planning

A forward-looking supervision action plan tailored to respective financial institutions is the centrepiece of APRA’s successful approach to supervision, according t...

Financial planning

Online information portals could be powerful tools for advisers to engage their clients in the difficult discussion of risk insurance, and two such portals were recently ...

Financial planning

Offering individually managed accounts to high-net-worth clients can be a scalable solution for financial advisers, writes Damian Graham....

image
Financial planning

State Street has launched a Turbulence Indices suite that measures market behaviour on a daily basis....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 18 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 9 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 13 hours ago