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| | | The challenges around risk advice have forced many advisers to abandon the sector. With greater complexity and a dwindling number of specialists, experts fear the risk market may cease to exist, the FAAA Congress 2025 has heard. There are currently ... |
| | | | ... globally as "high-risk for criminal exploitation." "Next year is going to be huge for AML/CTF. From July, lawyers, accountants, real estate agents, conveyancers and precious metal and stone dealers will be pulled into the regime. They'll be required ... |
| | | | A recent study by Praemium and CoreData indicated trusted expertise and human connection are paramount concerns among high-net-worth (HNW) investors. Despite the rise of AI solutions and digital tools, the study indicated 36% of HNW investors rank trust ... |
| | | | ... by Finura Group's directors and staff. Finura joint managing director Peter Worn said: "This investment will deliver real value for our customers who want well-backed, easy-to-use technology to improve their businesses." Finura joint managing director ... |
| | | | The newly formed L1 Group is targeting a cost reduction of $30-35 million within the next 18 months as it looks to capitalise on synergies created by the merger. Recently appointed L1 Group chief executive and managing director Julian Russell noted ... |
| | | | A Japanese insurance company is taking an 18% stake in Barings to support its long-term growth strategy. MS&AD Insurance Group Holdings, via subsidiary Mitsui Sumitomo Insurance Co., will acquire 18% of Barings from MassMutual. MassMutual will continue ... |
| | | | ... stewardship. Superannuation members deserve a return to genuine trusteeship and proof that independence and accountability are real, not rhetorical." Meantime, Glenfield - who was also previously general manager at APRA - said governance has become more ... |
| | | | ... Equities Concentrated and Watershed Income options will close in mid-December. Macquarie's own Concentrated Australian Real Estate ceased on October 31. Meanwhile, three of Portfolio Planners' options - Balanced Growth, High Growth and High Income ... |
| | | | ASIC commissioner Simone Constant said superannuation funds are working well with the regulator in terms of their investments in private markets, but said as whole, more needs to be done by all large investors. Constant said the regulator's increased ... |
| | | | ... Australia across nine categories including large-blend, mid/small blend, global large-blend, emerging markets, bonds and real estate. It looked at the efficacy of active funds against a composite of passive fund performance across trailing three-, five- ... |
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