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| 05 April, 2022 |
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| Latest News |
| Money Management Original | | Advisers not under threat from robo-services: Vanguard | | Nine in 10 advised clients say they would not consider switching to digital advice while 88% of robo-advised clients would consider switching to a human adviser in the future, showing advisers are not under threat. |
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| Industry News | | ASIC launches civil proceedings against Macquarie Bank | | The Australian Securities and Investments Commission has taken action against Macquarie Bank for failing to adequately monitor and control transactions by third parties, including former adviser Ross Andrew Hopkins who stole $2.9 million from his clients. |
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| Sponsored Content | | Accessing the “Sweet Spot” of Credit | | Finding fixed income solutions with attractive current income and low duration risk has proved to be a struggle for many investors. At Ares we believe these challenges can be overcome by accessing the “sweet spot” of credit. |
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| Money Management Original | | Scrapped PIMCO LIT sign of healthy market: LICAT | | With PIMCO scrapping its listed investment trust launch, fixed income vehicles could struggle to see investor demand in an environment of rising rates, according to the Listed Investment Companies and Trusts Association. |
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| Industry News | | ASIC bans Melbourne-based former adviser | | The Australian Securities and Investments Commission has banned Melbourne-based adviser Mark Christopher Babbage from providing financial services or engaging in credit activities for 10 years. |
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| Sponsored Content | | The Runway To Real Retirement Success | | How guiding pre-retirees through a structured program covering career, health and finance can have a measurable impact on their retirement-readiness. |
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| Industry News | | Time to go alternative | | Investors and financial planners need to look beyond the standard asset allocation choices towards alternatives such as credit instead of bonds if they want to beat inflation, according to Evergreen. |
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| Industry News | | Perpetual bids for Pendal | | Perpetual Limited has made a conditional, non-binding indicative proposal to acquire Pendal Group Limited by way of a scheme of arrangement for $6.23 a share. |
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| Industry News | | Mason Stevens appoints CIO and CFO | | Mason Stevens has expanded its senior management team with the appointments of Jacqueline Fernley as chief investment officer and Wayne Twomey as chief financial officer. |
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| Features |
| Money Management Original | | Cutting-edge tech for financial advice firms | | Digitalisation is only growing in importance for clients, writes Alexandra Cain, so it is vital that advisers work out how they can implement it in their practices. |
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| Expert Analysis |
| Money Management Original | | The Great Rotation | | After more than a decade of growth outperformance, investment markets seem to be rotating back towards value but this is more than just a cyclical shift, writes Warryn Robertson. |
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