MM Newsletter
  27 April, 2022
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Industry News
Affordability causes 100,000 to cease advice
The latest Adviser Ratings’ Landscape Report has revealed advice affordability has led to 100,000 people being orphaned or ceasing to receive advice.
Money Management Original
Where does the solution to SoAs lie?
The solution to the complex and time-consuming Statements of Advice (SoA) lies somewhere between a one-page letter, as prescribed for accountants, and what exists today, according to a panel.
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War in Ukraine: The economic consequences
Chief Economist for Australian Retirement Trust, Brian Parker, explores the economic and financial market implications of Putin’s folly.
Industry News
FPA appoints David Sharpe as chair
David Sharpe will become chair of the Financial Planning Association of Australia, taking over from Marisa Broome who has been chair for over three years.
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Industry News
Insignia forecasts stabilisation in adviser exits
The number of advisers at Insignia Financial has fallen by 83 but the firm expects departures to stabilise by 1 July, 2022.
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Retirement income for a variety of tastes
When it comes to lifetime income there’s no one-size-fits-all approach. While some retirees might like the security of a guaranteed income stream, others may prefer to have exposure to investment markets.
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Industry News
NEOS and MLC Life Insurance launch retail life insurance offering
NEOS and MLC Life Insurance have released their Encompass Protection retail life insurance offering designed in response to the increasing cost of providing risk advice.
Industry News
Cboe Australia funds added to HUB24
Cboe Australia has announced the introduction of a range of Cboe Australia funds to the HUB24 platform, available from 26 April.
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Features
Money Management Original
Trusts: a headache this EOFY
Trusts are in the spotlight as we approach the end of the financial year, with rules having recently been tightened for discretionary family trusts, writes Alexandra Cain.
Money Management Original
Seeking low correlation
When investing in global equities to achieve portfolio diversification, investors should opt for those exposures which have the lowest correlation with their domestic shares, writes Gary Jackson.
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Expert Analysis
Money Management Original
Maximising dividend payments
There are multiple ways for investors to generate higher dividend for their retirement income strategy, writes Max Cappetta, but not all are created equally.
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