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| | | ... addressed a crowd of financial advisers at the MDS Self Licensing Summit 2026, busting the myth the ombudsman is always targeting them. Speaking at a discussion panel at last Thursday, AFCA senior ombudsman Nicholas Battaerd said based on the latest ... |
| | | | ... be driven by fear and greed, which led to their contrarian strategy that exploits those emotional overreactions and turns them into portfolio returns. "We've been doing this for nearly 10 years now. We've seen market cycles come and go, and we're ... |
| | | | ... expected. "With that in mind, we're not looking for high-octane strategies or ideas but be able to take advantage of them," he says. "Frontier markets are not as scary as people think they are. Some of the things that we are used to in developed ... |
| | | | ... can blow the entire business," Anderson said. To improve, Anderson said licensees must assess products before they had put them onto an approved product list (APL), stating that they can't just rely upon research houses, or products that were included ... |
| | | | ... concerns about its investment governance frameworks and practices, and just how rigorous it looks at options before it offers them to advisers and their clients. Adding more to its troubles, ASIC announced last wee k it commenced civil penalty proceedings ... |
| | | | ... assets while still being able to effectively manage liquidity risk. "Super funds are Australia's mega investors, and for them, investment in private assets is a well-established diversification strategy," Morningstar said. It added there is also a strong ... |
| | | | ... specific idea that I've actually mentioned publicly... is to be able to say to a start-up or an entity that has an idea and give them a person at the regulator that they can deal with throughout the journey," he said. "I think that would give start-ups ... |
| | | | APRA executive director of superannuation, life and private health insurance Jane Magill said total and permanent disability insurance (TPD) in its current form is being tested by the sharp rise in mental health claims. Speaking at the All Actuaries ... |
| | | | ... doesn't mean avoiding such investments opportunities, rather, finding ways to build protection and resilience around them. Diversification from a total portfolio perspective, he said, is one way. Furthermore, investors should not ignore the speed ... |
| | | | ... illness or the loss of their job. Instead of providing a safety net for these customers, Westpac's systemic failures let them slip through the cracks," she said. Westpac has since committed to funding and implementing new technology systems and processes ... |
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