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RISK MANAGEMENT
Financial planning
The message is clear, says Sue Laing, financial planners must address risk with their clients. And if they are not going to form a strategic alliance with a risk adviser,...
Funds management
The Australian Prudential Regulation Authority has released a revised set of corporate governance draft standards covering the institutions it administers....
Financial planning
The Money Management Fund Manager of the Year Rising Star award has traditionally been reserved for smaller, up-and-coming fund managers that are expected to be the ones ...
Financial planning
In another blow for Bank of Ireland Asset Management, they have been dumped by BT Financial Group as manager of its Partner International Value Fund to be replaced by a d...
Financial planning
MBF Life and MBF-owned ClearView Life Nominees are the latest in a growing line of insurance companies which have been ordered by regulators to compensate clients overcha...
Financial planning
The introduction of super choice will give financial planners an opportunity to demonstrate the value of insurance benefits, and hopefully increase general awareness amon...
Financial planning
Australian Unity Investments has continued to expand its specialisation in property funds management with the launch of a new high-yield mortgage trust....
People & Products
Commonwealth Bank of Australia owned wrap platform Avanteos has lost its chief executive, Serg Premier, following his signing with rival banking giant National Australia ...
Financial planning
Agriculture finance specialist Rabobank has set its sights on the growing market for advice in rural areas, after moving to take full ownership of its financial planning ...
Financial planning
Craig Phillips discovers that currency is a key consideration when it comes to investing in global equities....
Financial planning
Professional indemnity (PI) costs for some financial planners could plummet by as much as 25 per cent after the QBE insurance group announced significant cuts to its rate...
Financial planning
Mercer Investment Consulting continues with its push into the retail and institutional research markets, adding two more staff to its growing stable of consultants and li...
Financial planning
Inadequate professional indemnity (PI) insurance is proving a major compliance hurdle for financial planning dealer groups, the Australian Securities and Investments Comm...
Financial planning
ING Australia has created four new business units and restructured its executive line-up as part of a strategy to better capitalise on its major distribution channels....
Financial planning
More and more financial planners are getting into risk insurance, but it is not as straightforward as it may seem. For the first time, the FPA will tackle some of the iss...
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MARKET INSIGHTS
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...