RISK MANAGEMENT

Editorial

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....

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Financial planning

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....

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Financial planning

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...

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Financial planning

ASIC signals it will look to the most senior levels when it detects a bad compliance culture....

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Financial planning

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...

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Funds management

The majority of the investment management industry globally feels ill-equipped to deal with data aggregation requirements....

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Financial planning

Research house Lonsec has joined with actuarial consulting firm Milliman to launch a new service aimed at the Australian retirement income market....

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People & Products

The AFA has appointed Deborah Kent to its board as NSW director, replacing Mark Hoskin....

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Superannuation

Financial planning firms operating in-house portfolio construction functions face having to 'FOFA-proof' against looming operational risks embedded in the Future of Finan...

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Editorial

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...

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Life/Risk

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....

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Funds management

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...

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Funds management

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...

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Funds management

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...

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Funds management

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...

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MARKET INSIGHTS

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

3 weeks ago

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

3 weeks 5 days 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. ...

6 days 4 hours 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. ...

1 day 19 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...

23 hours 49 minutes ago