Wealth Management

International CPD opportunities

There are over 30 committees, subcommittees, task forces, and working groups of the International Actuarial Association. These groups all commission, create and share content that may be relevant to Actuaries Institute members. Links to some of the content discussed at the recent meetings in Berlin, Germany are provided below.

Wealth Management Investment Competition 2017-2018 Results

Last year 154 participants answered 20 demanding propositions put to them as if they were an Investment Analyst / Economist in the Wealth Management Investment Competition. Who came out on top?

Fast five with Fintechs - PFS Consulting

In this instalment of 'Fast five with Fintechs', we ask Adrian McGarva about his experience setting up a uniquely structured fund and providing advice to tech-based start ups and more mature companies via PFS Consulting.

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Fast five with Fintechs - A.S.A.P. and Optimum Pensions

Jim Hennington, Consulting Actuary, knows it takes time to build technology that hits the "sweet spot". Even then, getting it in front of users who trust your brand can be a trying game of "tenacity versus resources". He shares his journey learning to surf the wave of entrepreneurship.

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Blockchain - Considerations for Policymakers and the Actuarial Profession

“Blockchain” is probably one of the biggest buzzwords in 2018. However, it has been estimated that currently less than 0.5% of the world population is involved in this space, leaving a huge knowledge gap for this emerging technology. In this article, Zeming Yu aims to bridge this knowledge gap. He then highlights some considerations for policymakers and the actuarial profession.

Fast five with Fintechs  - an introduction

Elayne Grace outlines a new Actuaries Digital series where we spend five minutes with Australian Fintech and Insurtech companies, asking about their products and start-up journeys so far.

Fast five with Fintechs - Plenty Wealth

Greg Einfeld, Director at Plenty Wealth outlines his journey in fintech and where he sees his business, and the broader fintech landscape heading.

Housing Wealth and Retirement Funding - An Update

With the 2018-19 Federal Budget announcement of an expansion of the little-known Pension Loans Scheme, it is timely to revisit the hurdles to be overcome before housing can play a meaningful role in meeting Australia’s future retirement income challenge.

New FSF format includes international guest speakers

The 2018 Financial Services Forum’s innovative format includes a focus on ‘big-picture’ plenary and keynote speakers.

Five things we learned networking in London

The London Australian Actuaries Network reports on its December mission to combine networking with one of the great institutions of British culture – pints at a pub.

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2018 Agenda – Key themes for financial services players

Chief Editor Angat Sandhu's first Editorial focuses on key themes at play in our industry, from regulatory paradigm shift, to heightened customer expectations, and finding efficiency though technology and data analytics.

7 financial strategies for retirement

In this last installment of a four-part series, actuary John De Ravin shares some of his top tips from his recently released book on personal financial strategies.

8 financial strategies for your superannuation

In this third instalment of a four-part series, actuary John De Ravin shares some of his top tips from his recently released book on personal financial strategies.

10 financial strategies for teenagers and young adults

Fresh from publishing a book on 100 wealth building strategies, actuary John De Ravin shares some of his top tips. This is the first instalment of a four-part series, sharing strategies for all ages and stages of wealth building.

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!

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