MM Newsletter
  03 August, 2021
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Latest News
Money Management Original
Existing clients the missing voice in advice regulation
Existing clients should be asked whether they see value in financial advice reforms and whether they are happy to be paying more for those protections, the Association of Financial Advisers believe.
Money Management Original
FASEA a barrier for women staying in the industry
Maintaining education and professional development requirements will make it hard for women to stay in the industry if they need to take time off to start a family, according to Synchron.
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Money Management Research
Which funds will benefit from Afterpay acquisition?
Several funds will benefit from holding onto the buy now/pay later firm as it is set to be part of the largest corporate acquisition in Australian history.
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Industry News
Inquiry into ASX ownership 'pointless': ASFA
The Government’s resources would be better put to use exploring the regulatory impact on consumers and funds from continuous tinkering to the system rather than on capital concentration, according to an association.
Industry News
Are FANG stocks benefitting from the COVID-19 recovery?
Investors should look to FANG stocks with long-term benefits from the latest earnings bounce, according to ETF Securities.
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Industry News
Funds to be probed on ASX ownership
A parliamentary inquiry will be looking into the implications of capital concentration and common ownership from banks, superannuation funds, investments funds, and hedge funds.
Industry News
RI Advice found liable for RC 'case study' adviser
The Federal Court has found it is liable for failing to supervise former adviser John Doyle, who became a case study during the Royal Commission.
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Money Management Original
Clime facing shareholder pressure for director dismissal
Shareholders at Clime are calling for the dismissal of director Neil Schafer, who served as co-chief executive prior to the appointment of Annick Donat.
Industry News
ASIC bans two advisers for five years
The two advisers used a website to attract clients to help them find lost super, but are not adequately trained or competent to provide financial services.
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Industry News
ASIC cancels AFSL of exited adviser
The corporate regulator has cancelled the licence of limited licensee of Jyoti Rahman as they are no longer providing financial services.
Industry News
Ascent appoints former Apex MD
Singapore-based Ascent Fund Services, which is seeking to list on the Australian Securities Exchange, has appointed Eric Koolen to lead its Australian expansion.
Industry News
Principal launches EMD fund
The Finisterre Emerging Market Debt Total Return fund was managed by emerging market specialist Finisterre Capital and seeded by Vision Super.
Industry News
EQT launches global active ETF fund
The partnership with Eight Bays Investment Management has led to the creation of a fund that invests in offshore exchange traded funds after a two-year development process.
Expert Analysis
Money Management Original
Collaboration needed for future financial advice
As numerous studies and roundtables have failed to find a successful financial advice model, collaboration between stakeholders could be the solution, writes Neil Macdonald.
Money Management Original
A thematic change
Flows into thematic ETFs grew by 29% in the first half of 2021, writes Arian Neiron, as investors seek long-term investment themes.
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