MM Newsletter
  10 December, 2021
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Latest News
Money Management Original
Adviser numbers stabilise as many find new homes
Many advisers, who formally ceased on the Australian Securities and Investments Commission’s adviser register over the past couple of weeks, have landed at the new licensees.
Money Management Original
Money coaching could boost advice pipeline for advisers
There is a “reimagined role” for financial advisers where incorporating money coaching to the financial advice process could lead to demonstrable value for advisers and clients, according to Milford.
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Money Management Original
Associations support Labor’s adviser promise
Financial adviser associations have welcomed Labor’s election promise on education requirements for advisers and the Association of Financial Advisers say it will help thousands of advisers who are still considering their future in advice.
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Money Management Original
Prime Value backs strong tailwind for Equity Trustees
The firm has increased exposure to the stock as it believes offers “quality, growth and value in one” which presents an attractive opportunity.
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A new era of demand: how batteries are creating investment opportunities
The not-so-humble battery sits at the heart of a global shift to net zero emissions. So, what are the investment opportunities that will power it?
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Industry News
Compliance and regulation key concerns for advice firms
Managing compliance and regulatory changes have emerged as the top operational challenges for Australian financial advice firms, according to Dimensional Fund Advisors.
Industry News
Data talent shortage imminent at advisories
The makeup of staff in advisories will need to radically change as more affordable cloud-based computing speeds up the advice generation process, according to Finura Group.
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Industry News
Labor Govt would abandon uni requirement for advisers with 10 years
If elected, a Labor government would assume that a decade of experience was worth at least a degree and would scrap the degree requirement for those advisers.
Industry News
FPA appoints Sarah Abood as new CEO
The Financial Planning Association of Australia has appointed Sarah Abood as its new chief executive, replacing Dante De Gori.
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Industry News
ANZ marks final ASIC civil case from RC
The corporate watchdog’s civil penalty proceedings against ANZ mark the final investigation arising from matters considered by the Financial Services Royal Commission.
Industry News
IOOF completes Evolve phase two migration
IOOF has consolidated its legacy platforms onto its superannuation and investments platform which now has $41 billion in funds under administration.
Outsider
Money Management Original
Putting family first
Being close to retirement, Outsider and Mrs O have been keeping their eyes on decumulation products and window shopping their options.
Money Management Original
A memorable appearance
Appearing before the Senate economics committee via video link with all the associated technical difficulties and political grilling must be a nerve-wracking experience, Outsider can imagine, but it surely can’t be helpful or reassuring for you if the committee cannot remember your name.
Money Management Original
Free lunch, eye contact not included
Outsider is delighted to tell our faithful Money Management readers that he has finally scored his first free lunch since the 107-day Sydney lockdown.
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