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Showing 121 - 130 of 267 results for %22Personal Risk Management%22

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
Financial planning software provider AstuteWheel launched its latest tool which slashes the risk advice process to one hour. Astute Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial ...

Parametric expands alternative risk premia offering

KANIKA SOOD  |  TUESDAY, 26 JUN 2018
... the SARP strategy uses a systems-based model to safeguard trades from psychological biases, internal politics and other personal and organisational factors that can stand in the way of executing sound investing strategy. Parametric is expecting to hit ...

Aussie CEOs understand ESG risks: KPMG

HARRISON WORLEY  |  MONDAY, 28 MAY 2018
... the report 68% of Australian chief executives believe customer data protection in the event of a cyber-attack was their personal responsibility, just as Facebook CEO Mark Zuckerberg faced EU lawmakers over the Cambridge Analytica data scandal this week. ...

RC questions adviser sales tactics

KARREN VERGARA  |  FRIDAY, 20 APR 2018
... make the first move and stop it altogether, resulting in competitive disadvantage and "significant brand damage." In his personal opinion, Wright said he cannot wait for the day when the industry moves to a fee for service model, but pointed out that ...

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
... wealth manager and advisory firm has signed onto MBS Insurance's life insurance offering, after 12 months of using its personal insurance consultancy for clients. Risk consultancy MBS will now advise Cardena's client base of high-net-worth individuals ...

Facebook scandal raises ESG concerns

ALEX BURKE  |  TUESDAY, 3 APR 2018
... as well. There have been innumerable responses to the data breach - including Facebook founder Mark Zuckerberg's own personal statement, where he said the vulnerability was fixed and that "we will learn from this experience to secure our platform further" ...

Royal Commission could lead to credit crunch: UBS

ALEX BURKE  |  WEDNESDAY, 28 MAR 2018
... The report cited ANZ recently ceasing consumer loans for cars, boats and caravans and CBA suspending credit card and personal loan insurance. "Following intense questioning by the Royal Commission, we believe the banks' boards and management will move ...

VanEck launches sustainable ETF

KARREN VERGARA  |  MONDAY, 12 FEB 2018
... are re-evaluating traditional investment approaches and are shifting their wealth into investments that reflect their personal values and that have a positive impact on society and future generations," said Neiron. ESGI will appeal to investors that ...

Court fines advice firm $7.8m

KARREN VERGARA  |  FRIDAY, 9 FEB 2018
... business model. WRM provided retail clients life risk insurance and superannuation products advice, while Yes FP gave personal financial advice. WRM advertised 'fast cash' to consumers often with poor credit histories and recommended they switch their ...

TAL enhances adviser learning hub

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
... suite of new courses to its learning hub in an effort to help advisers meet new legislative and educational requirements. TAL Risk Academy added 16 new courses covering superannuation and insurance advice, financial underwriting, understanding health ...