MM Newsletter
  08 June, 2021
Ad
Latest News
Money Management Original
ASIC levy final straw for accountants providing advice
Accountants with a limited authority have constituted one of the largest groups of those who might choose to opt out of being a financial adviser in the future and hand back their authorisations.
Money Management Original
Adviser exodus mainly those with less experience: FASEA
Over 60% of advisers who exited the Financial Adviser Register during July 2019 and December 2020 had less than 10 years of experience, according to the Financial Adviser Standards and Ethics Authority.
Ad
Sponsored Content
Earnings outlook: A growing economy drives multi-year earnings rerates
Faced with the headwinds of pronounced health and economic uncertainty, what does 2021 and 2022 offer on the earnings front? Paul Xiradis, Executive Chairman, Chief Investment Officer and Head of Equities at Ausbil, shares his thoughts.
Industry News
The ‘fake’ alpha derived from low carbon strategies
Any alpha driven by using low carbon strategies “appears to be fake” and can lead to problems with concentration and investability, according to Scientific Beta.
Ad
Industry News
Synchron launches incentive for vaccinated advisers
Synchron advisers and staff can receive a $100 Bunnings gift voucher if they get the COVID-19 vaccine.
Sponsored Content
The next evolution of defensive portfolios
A simple reallocation can enhance the return profile of defensive portfolios while maintaining a high level of safety and protection. We explore how this can be achieved.
Ad
Industry News
Robotics presents strong investment case
Robotics, automation and artificial intelligence are still at the early stages investment wise and will be a long-term trend, according to ROBO Global.
Industry News
Fitzpatricks appoints two advisers
Matthew Nicholson and Oswaldo Duque have been added to the advice team at Fitzpatricks Private Wealth.
Ad
Industry News
AUSTRAC investigating NAB over AML/CTF Act compliance
AUSTRAC has informed the big four bank that it has identified “serious concerns” with NAB’s compliance of its Anti-Money Laundering and Counter-Terrorism Financing programs.
Expert Analysis
Money Management Original
Walking the walk on advocacy
It has almost been a year since the FPA policy platform was launched and there has been significant progress on a number of fronts, Dante De Gori writes.
Ad
Money Management Original
The goal of goals-based advice
Setting a goal with clients is a good step in the financial advice process, writes Johann Maree, but there are ways that these goals can be SMARTER.
Money Management Original
The value of advice
The proliferation of retail investors entering the market during the COVID-19 induced downturn has highlighted the value that can be demonstrated by seeking financial advice, writes Robin Bowerman.
Fund Manager of the Year 2021
Money Management Original
Shining through periods of dislocation
The depth of Hyperion’s research and its long-term track record of outperformance has led to the Hyperion Small Growth Companies fund to win Money Management’s Fund Manager of the Year Australian Small/Mid Cap Equities category.
Money Management Original
Navigating a ‘tricky period’
Fidelity Global Emerging Markets has held onto the crown for the second year in the row in this year’s Money Management Fund Manager of the Year award. Winning the Global Emerging Markets Equities category, the fund aimed to achieve returns over the MSCI Emerging Markets index.
Money Management Original
Finding the best ideas to win
Focusing on the best ideas and staying index unaware led the ClearBridge RARE Infrastructure Income fund to win the top spot in the Infrastructure Securities – Currency Hedged at this year’s 2021 Money Management’s Fund Manager of the Year’s award.
Facebook Twitter Linkedin






This email was sent to newsletter@newslettercollector.com
why did I get this?    unsubscribe from this list    update subscription preferences
Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia