RISK MANAGEMENT

Editorial

Exchange traded funds are one of the cheapest, most tax effective and administratively simple index funds available, writes Susan Darroch....

Financial planning

It pays to understand the fundamentals of insurance underwriting, especially if you are in the small business market, writes Ted Voges. Here he explains that, with the ri...

Financial planning

Drought affected farmers get some financial assistance....

Financial planning

Macquarie Investment Lending has enhanced its approved securities lists....

image
Financial planning

Grant Holley provides insight into how money is laundered and what suspicious transactions might look like, which financial planners should keep in mind when dealing with...

Financial planning

Abstract Long...

Financial planning

I was pleased to see Robbie Bennett’s call for an industry wide debate on portfolio construction responsibilities. Never one to miss an opportunity to express a view on i...

Editorial

The world is bigger than just holding Australian equities in a portfolio as many investors are now discovering....

Financial planning

It could be argued that hedge funds are no longer considered an alternative investment, rather they are an alternate way of investing in traditional assets....

Editorial

While the majority of sophisticated investors have accepted that hedge funds have a role in portfolios some still struggle with how to incorporate different hedge fund st...

Financial planning

Colonial First State Global Asset Management (CFSGAM) has partnered with property development and services company CRI Australia to launch a series of unlisted closed-end...

Financial planning

Financial services organisations in general have still not properly addressed the issue of operational risk, according to a survey of the industry performed by chartered ...

Financial planning

The launch of the UBS Absolute Return Series 1 fund makes UBS one of the latest global fund managers to offer a fund that takes different positions within the same asset ...

Financial planning

As Australia’s peak association for the investment consulting industry, the Investment Management Consultants Association (IMCA) Australia provides members and non-member...

Financial planning

Abstract Long...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago