Wealth Management

Scratching the surface of economic transition in China

Since the Life Insurance and Wealth Management Sub-committee put together the first instalment of their China Series in March this year, Henry has had the opportunity to experience Chinese culture first-hand, by spending a week there in June.

AASB 17 Insurance Taskforce Update – August 2017

With the finalisation of the long awaited IFRS17 global accounting standards in May 2017, the Actuaries Institute's IFRS17 Implementation Taskforce will be updating its members monthly on its activities.

Financial Advice Innovation – Considerations for Australian players

Future financial advice models that marry the best of technology and human intervention require considered thought and a disciplined approach to development. Here, Angat Sandhu outlines the experience and varied success of robo-advice and face-to-face propositions, and presents some key considerations for players in the Australian market.

Mortgages 2017: Finding focus in a complex market

James Hickey, Partner at Deloitte Actuaries & Consultants, discusses affordability and mortgage pricing based on the Deloitte Mortgage Report 2017.

China - Too big and inefficient to ignore

The Life Insurance and Wealth Management Sub-Committee has put together the first instalment of their China Series. This article introduces the series, highlighting the economic environment in China and some implications for the future.

Wealth Management Investment Competition 2016-2017 - Mid-Year Update

In this year’s Investment Competition 163 participants answered 20 demanding propositions put to them as if they were an Investment Analyst / Economist. It is time for your mid-year performance review. Some have made happy their Portfolio Manager boss, while others have some explaining to do!

Practice Update videos now available

The Actuaries Institute has just released the first collection of Practice Update videos! See what each committee has been up to and also earn CPD points.

Insurance Contracts IFRS enters the Home Straight

In this article, IASC Convenor Grant Robinson illustrates the historical developments of a common way of reporting insurance contracts which started in 2005. He also shares details of future plans and potential impacts of the new process.

2015-2016 Asset Allocation Competition: Results

Sixty-two investors entered last year's Asset Allocation Competition that challenged competitors to assess risk and return in various sectors. Join Ben Trollip as he reveals the results of the competition and speaks to our winners.

The Future of Financial Services – FSF 2016 Wrap Up

FSF2016 examined how disruptors will impact the financial services industry. It asked, how can actuaries reimagine their career in the future world? Where are the opportunities?

Budget injects fairness into retirement incomes system

The Actuaries Institute welcomed the 2016-17 Federal Budget this week, citing policy changes designed to inject more equity and fairness into the retirement incomes system.

Likes:1
Comments:1

Are you comfortable with your risk management framework?

Mike Thornton challenges businesses to consider what their risk management framework is trying to achieve, and how it could be missing the mark.

Likes:1
Comments:1

Innovation in the Australian Managed Funds Industry

Eric McNamara looks at the innovative EFG product launched by actuaries in the 1960s and at the evolution of the managed funds industry in Australia.

Unlocking wealth in the family home

Australian baby boomers are considered one of the richest cohorts in history, but they may not know it because most of their wealth is tied up in their family home. John McLenaghan reports on a push to unlock access to home equity to help fund retiree lifestyles.

Likes:1

NBA article slam-dunks 'most read’ list

What do Uber, Alan Joyce and Algo-advisors have in common? They all feature in the Top 10 most popular articles on Actuaries Digital since its launch.

Likes:1

Survivorship Bias

How accurately do performance databases reflect competing investment strategies? Ben Trollip looks at the bias towards strategies that have, by luck or skill, successfully navigated past crises.

Likes:1
Comments:2

Asset Allocation Competition Update

Into its fourth month now, the Actuaries Institute's Asset Allocation Competition, might be giving some (hypothetical) headaches. Time will tell if the would-be CIO’s can turn the tide, writes Ben Trollip.

Talking bout’ her generation

[VIDEO]: Stephanie Thomson showcased the unique power of actuarial skills to reveal a picture of intergenerational inequity, at a United Nations Forum last month.

Also this month