MM Newsletter
  17 January, 2022
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Money Management Original
Adviser numbers to drop to 17,200 this month
There is an expectation that the total number of advisers will drop to 17,200 in January, and thereafter between 15,000 and 16,000.
Industry News
SAFAA calls for PI consultation
The organisation believes a review into professional indemnity insurance is crucial before a compensation scheme of last resort can be filed, in order to identify sources of unpaid determinations.
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Disruptions Redefine Risk and Opportunity in 2022
We examine 3 major themes in our Global Outlook: the role of innovation & technology in equity markets, the duality of real estate markets in the US and China, and the global search for yield.
Money Management Original
SMSF residency requirement enquiries on the rise
More self-managed super fund trustees are using the Australian Taxation Office’s new ‘six-member’ rule to meet residency requirements following disruptions to international borders from COVID-19, according to BT.
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Money Management Original
Time to move beyond Chinese mega-caps
Investors in China would be wise to look beyond the mega-cap stocks most affected by last year’s regulatory action and move down the market cap spectrum to niche leaders.
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FE fundinfo acquires Zenith Group
FE fundinfo, a global fund data and technology leader, has acquired Zenith Group, a well-respected research, ratings, managed accounts and adviser technology provider in the APAC.
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Industry News
YFYS causes ESG tracking error
A moderate level of tracking error because of environmental, social and governance investing can be at odds with desired Your Future, Your Super outcomes, according to research.
Industry News
SMSFs drive DomaCom to $100m FUM
The “willingness” of self-managed super funds to consider alternative property sectors has led DomaCom to see its funds under management reach $100 million.
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Money Management Original
Net flows disappoints Pendal CEO in Q4
Pendal Group saw net outflows of $6.8 billion in the December quarter, disappointing its chief executive, Nick Good.
Industry News
Aussie cities among the most attractive for non-listed RE investors
Sydney and Melbourne have been listed as among the top investment destinations in 2022 for institutional investors who have revealed a strong appetite for non-listed real estate funds.
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InFocus
Money Management Original
InFocus: Successful advice firms will need new operating model
Financial advice businesses will need a new operating model if they want to remain successful which will be underpinned by technology creating more efficiencies, writes Oksana Patron.
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