Although lifecycle investing may hold the solution to one set of problems, it also has the potential to lift the lid on another Pandora’s box, writes Renato Mota....
Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....
While recent media reports have painted a less than flattering picture of its former culture, it is important to recognise that Commonwealth Financial Planning has come a...
ASIC signals it will look to the most senior levels when it detects a bad compliance culture....
Equity Trustees (EQT) has named Mercer as its external asset consultant for its retail and institutional business, moving this function to a third party for the first tim...
The majority of the investment management industry globally feels ill-equipped to deal with data aggregation requirements....
Research house Lonsec has joined with actuarial consulting firm Milliman to launch a new service aimed at the Australian retirement income market....
The AFA has appointed Deborah Kent to its board as NSW director, replacing Mark Hoskin....
Financial planning firms operating in-house portfolio construction functions face having to 'FOFA-proof' against looming operational risks embedded in the Future of Finan...
ASIC was right when it issued a warning to financial services licensees to ensure they have “robust recruitment processes” in place when appointing people who have previo...
Longevity risk remains one of the key issues facing corporate Australia but many businesses are overlooking the key drivers of an effective risk management strategy....
This year’s Money Management/Lonsec Fund Manager of the Year awards Rising Star is Itau Unibanco SA - a fund manager which has been operating in its Brazil home market si...
Depth across a number of asset classes and strong stock selection in Australian equities, Australian small caps and fixed income has led to Schroder continuing its winnin...
Hyperion can thank the high quality stocks in its Small Growth Companies fund for winning it the Australian equities small cap category in the 2013 Money Management/Lonse...
First Super is contacting its overseas fund managers to alert them to their position on JP Morgan's governance model and the action it will take at the bank's upcoming a...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....