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08 June, 2021 |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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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. |
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