MM Newsletter
  12 July, 2022
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Latest News
Money Management Original
Unscrupulous advice is in store
More regulation and education requirements “does not make the dishonest honest”, according to an adviser, with the adviser exodus leaving investors at risk of guidance from inadequate alternative channels.
Money Management Research
Aussie equity funds tank in June
After starting 2022 in a resilient place, Australian equity funds were propping up the bottom of the performance tables last month.
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Structuring income protection in an inflationary environment
With the cost of living increasing and interest rate hikes looming, AIA Australia examines how a more cost-effective premium on income protection may help clients secure their financial futures.
Industry News
Final day for adviser exam registration
Today is the final day for candidates who need to pass by 1 October to register for the last sittings of the financial adviser exam.
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Industry News
Retail investors risk being burnt seeking short-term returns
There are “alarming” signs that retail investors are dismissing market movements in the hope of chasing short-term returns, according to Wealth Within.
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Advisers should treat exotic ETFs with caution
A low-cost, diversified core portfolio with only a few exciting satellite ETFs may be the best way for advisers to help clients build wealth without taking on too much risk.
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Industry News
The dangers of sell-off comparisons: MFS
Considering the excesses that contributed to the ongoing sell-off are more important than making comparisons with past bear markets.
Industry News
GSFM grows retail distribution team
GSFM has built on its retail distribution team with the appointment of Simone Newman as key account manager for Victoria and Tasmania and the promotion of Steven Taylor to national distribution manager.
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InFocus
Money Management Original
InFocus: A joint push for the Quality of Advice Review
The major associations have collectively thrown their weight behind a joint submission to the Quality of Advice Review, Liam Cormican writes, arguing for a more consumer-focused regulatory approach.
Expert Analysis
Money Management Original
And now for some good news
Research is finding that demand for advice is rising amid a world of rising interest rates and presenting opportunities for those who remain in the industry, writes Neil Macdonald.
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