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Showing 101 - 110 of 171 results for "Designing"

Fatigue and profit-based incentives driving risk culture

JAMIE WILLIAMSON  |  THURSDAY, 10 AUG 2017
... indicates the industry must take better account of cognitive load by considering automating analysis where possible and designing work patterns in such a way that staff members are not unduly depleted when making key decisions, FINSIA suggested. In studying ...

An institutional approach to retirement advice

ALEX BURKE  |  TUESDAY, 25 JUL 2017
... projected aged care expenses, $100,000 for a legacy objective and $100,000 as a contingency for health costs. Beesley said designing an asset-liability model this complex would be too costly for an individual retiree, but said there was a "middle ground" ...

Midwinter recruits to strengthen cyber security strategy

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
... health checks to financial advisers and accountants. Joining from Commonwealth Bank, Edward Li will be responsible for designing and rolling out the initial go-to market offering of Midwinter's new cyber security offering, Kamino. Li brings a wealth ...

Actuaries warn against one size fits all retirement products

JAMIE WILLIAMSON  |  MONDAY, 5 JUN 2017
The Actuaries Institute has urged the government to use caution when designing Comprehensive Income Products for Retirement, saying a prescriptive approach would see the proliferation of sub-scale, unsustainable products. In its submission to Treasury's ...

FSC and EY seek WAMtech revolution

EMMA RAPAPORT  |  TUESDAY, 23 MAY 2017
... Simplifying the process for financial advice Creating portfolio reporting and data analysis Obtaining demographic information Designing a common data standard FSC chief officer Sally Loane said the financial services industry is now looking to the fintech ...

Default retirement products not good enough: Milliman

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
Superannuation funds that don't get to know members better ahead of designing a Comprehensive Income Product for Retirement are putting themselves at risk of severe reputational damage. That is the view of risk management and retirement experts Milliman ...

Robo-advice portfolios benefiting from quant factors

KARREN VERGARA  |  THURSDAY, 16 MAR 2017
... that won't increase investors' risk, according to digital investment solutions company Quantifeed. In its whitepaper, Designing thematic indices with a quantitative factor, investors with robo-advice portfolios can improve their risk-return profiles ...

Estate agents to become RG146 certified

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
... licensee or to obtain a license themselves. According to a statement from REIA, it first engaged the IPA around the designing and provision of a course for real estate agents in regards to property advice after an October 2015 decision by the Supreme ...

Evergreen makes senior hires

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
... Evergreen Consultants works with financial advisers to help build better investment portfolios for their clients by designing bespoke portfolios that will meet each client's individual objectives.

Former IFM exec joins Cbus

JAMIE WILLIAMSON  |  TUESDAY, 18 OCT 2016
... manager, debt and is tasked with overseeing the alternative debt sector in the public markets team, responsible for designing and implementing all internally managed strategies in the area. Most recently Cunningham was responsible for managing key credit ...