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RISK MANAGEMENT
Superannuation
New research conducted by Mercer Oliver Wyman in the UK has identified four distinct life stages in the 50 plus age group, which it feels financial product providers will...
Funds management
Barclays Global Investors (BGI), the only single-manager in this year’s Hedge Funds – Multi Strategy category of the Fund Manager of the Year Awards, has beaten Bridgewat...
Financial planning
Anybody looking to identify the gambling streak that reputedly characterises Australians as a people would be hard pressed to find evidence of it in the margin loans sect...
Financial planning
The Federal Court of Australia has ordered that the directors of an unlicensed financial services business in Perth must cease operation immediately, following an ASIC in...
Financial planning
Recruitment can be at best a challenge and at worst an expensive and unproductive exercise that can divert a practice manager’s focus from other pressing business issues....
Financial planning
Aurora Funds Management is seeking subscriptions through an Initial Public Offer for a listed buy-write income trust....
Financial planning
Two men alleged to have sold risk insurance without holding an Australian Financial Services Licence failed to attend a scheduled Federal Court appearance in Perth yester...
Financial planning
Ian Thorpe is the fastest 200m and 400m free-styler on earth, yet he relies on a coach to help him make world records. Like Thorpie, we may be a specialist in a particula...
Financial planning
Sandeep Kothari, portfolio manager of the Fidelity India Fund, is a true believer in the India story....
Financial planning
In recent times, we have seen a welcome emphasis on improving the understanding of what financial planners actually do. The Financial Planning Association’s Value of Advi...
Financial planning
Two of Basis Capital’s funds have been rewarded with a coveted five star rating from research house Standard and Poor’s....
Financial planning
Wealth creation and risk management advice will soon be offered through Bank of Queensland branches, business bankers and the private bank following the signing of a refe...
Financial planning
Basis Capital and Colonial First State manage the two best Australian funds in the international fixed interest space according to boutique research house Zenith....
Financial planning
Professional Investment Services has made a move into the software business, buying a 25 per cent stake in New Zealand-based Risk Management Solutions....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...