RISK MANAGEMENT

Financial planning

ROBERT GENSLER considers the changing global equity environment and lessons learned for 2009....

image
Financial planning

Macquarie's agribusiness operations, including its managed invested schemes, have been merged into a single division; looking to expand and raise capital overseas....

image
Editorial

Following an index may not be a glamorous investment strategy, but it can offer value and reliability in difficult market conditions....

image
Financial planning

QBE chairman writes to investors defending the retirement arrangements of the big insurer's chief executive, Frank O'Halloran....

Financial planning

Peter McKnoulty discusses the costs relating to business succession planning for financial advisers....

image
Financial planning

Plans to add new automatic capabilities to custody operations in Australia....

Funds management

While most institutional investors have kept faith with their asset allocation strategies, a new study has revealed a downturn in their allocations towards hedge funds. ...

Funds management

New Deutsche Bank research reveals that hedge fund investors are hopeful of securing returns of up to 10 per cent but are canny enough to be steering clear of leverage....

Financial planning

Environmental, social and corporate governance concerns are a positive outcome of the crippling financial crisis and are forcing re-evaluation of risk....

Financial planning

A study by Riskmetrics shows boards are primarily self-selected, predominantly male and dominated by former executives of the banking, funds management and insurance indu...

Financial planning

JP Morgan Worldwide Securities Services reports super funds are using forensic risk management tools to understand investment exposure, and the financial crisis has led t...

Financial planning

Researcher has adopted a new risk ratings system designed to provide clients with risk warnings on managed funds....

image
Financial planning

Financial planners have been warned that estate planning is about more than just making a will and that they risk curtailing possible revenue streams if they fail to unde...

Financial planning

SAI Global fails to capture over 90 per cent relevant interest in information services provider Espreon....

Financial planning

Financial planners are facing the reality of another shadow shopping exercise by the Australian Securities and Investments Commission next financial year....

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 2 days ago

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

4 weeks 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. ...

1 week 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 22 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...

2 days 2 hours ago