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Showing 51 - 60 of 266 results for %22Personal Risk Management%22

Robeco appoints new chief executive

KARREN VERGARA  |  TUESDAY, 5 OCT 2021
... appointed. Rotterdam-based van Baardwijk joined Robeco in 2006 and has held various positions ranging from head of operational risk management to chief information officer. She was appointed to the executive committee in 2015. "I am very excited to lead ...

CFS adds to managed account offering

ANNABELLE DICKSON  |  MONDAY, 27 SEP 2021
... account range. The partnership with Lonsec, Morningstar and Zenith launched today with 23 managed accounts the FirstChoice Personal Super and Pension platform with no extra research or portfolio construction costs. The offering includes six risk profiles ...

Global firm expands into Aussie wealth management

ELIZABETH MCARTHUR  |  FRIDAY, 17 SEP 2021
... London-headquartered behavioural finance firm has announced plans to expand into the Australian wealth management sector. Oxford Risk has hired Bianca Kent as head of client and strategy, to be based in Sydney, as it enters the market. The firm builds ...

ASX 100 missing key reporting metric: ACCR

ELIZABETH MCARTHUR  |  FRIDAY, 27 AUG 2021
... subcontracting arrangements materialise. Incidents where outsourced workers were not given correct training, adequate Personal Protective Equipment (PPE), and even minimum wages and conditions, all highlight the wider implications of 'fissured' ...

Abrdn acquires robo-adviser

ANNABELLE DICKSON  |  WEDNESDAY, 11 AUG 2021
... investment styles, themes and pre-defined strategies such as emerging markets. Exo Investing will complement Abrdn's Personal vector capabilities, including open banking insights, simple risk-rated savings, financial advice and now digitally driven wealth ...

BlackRock hits US$9.5tn milestone

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
BlackRock's assets under management reached a record US$9.5 trillion ($12.8tn), cementing it further as the world's largest fund manager. The June quarterly update showed exchange-traded funds continue to be a driving force for the fund manager ...

Family offices should supplement super

KARREN VERGARA  |  WEDNESDAY, 23 JUN 2021
... and still be able to help their children financially, could seek an alternative strategy, such as the establishing of a personal investment company." An investment company can receive a loan from the family, invest the funds, and pay tax on earnings ...

Former Financial Circle director charged

ELIZA BAVIN  |  MONDAY, 16 NOV 2020
... Fuoco was not required to enter a plea. Financial Circle itself has previously copped a $9 million fine for offering personal loans with the proviso customers implement financial advice from them. Financial Circle's Australian financial services ...

Emotions lead to losses: Oxford Risk

ANNABELLE DICKSON  |  TUESDAY, 10 NOV 2020
... losses, but diagnostic tools for financial advisers may solve the problem, according to a behavioural finance expert. Oxford Risk said investors in Australia and elsewhere around the world make investment decisions for emotional comfort, costing 3% on ...

Culture creates better outcomes: Research

ANNABELLE DICKSON  |  MONDAY, 9 NOV 2020
... performance management reviews and in incentive compensation. Lastly, senior leaders have the ability to guide culture by personal example." But the biggest cultural issue that the respondents believe the investment industry needs to pay attention to ...