MM Newsletter
  25 November, 2021
Ad
Latest News
Money Management Original
Advisers should help change spending behaviour
While statements of advice are a legal requirement, it creates learned helplessness and does not empower retiree clients and advisers need to help them understand how much to spend.
Money Management Original
Expect slowdown in regulatory change in 2022
With a Federal Election and several reviews underway, there will be no room for regulatory changes in 2022 but the end of the year will be a different story once those are completed, according to the Financial Planning Association of Australia.
Ad
Sponsored Content
How to play the reopening of Australia thematic
As Sydney and Melbourne comes out of lockdown, here are some reopening trades in the Australian credit market which investors should consider as part of their fixed income portfolios
Industry News
Robo-advice as conflicted as vertical integration: AIOFP
The introduction of robo-advice is as conflicted as vertical integration and has not been successful anywhere in the world, according to the Association of Independently Owned Financial Professionals.
Ad
Money Management Original
Advisers could face more costs under AFCA recommendations
The first review of the Australian Financial Complaints Authority has made 13 recommendations for its improvements but acknowledged these may result in increased costs for members.
Sponsored Content
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?
Ad
Industry News
SMSFs need to look outside the box to find better investment options
Self-managed super funds trustees are looking at new investment options such as listed and unlisted trusts, managed investments and private real estate debt, according to AltX.
Money Management Original
PIFA to launch Professional Standards Scheme
The Profession of Independent Financial Advisers says it is in the late stages of getting approval to be an “officially-recognised” professional standards body by the Professional Standards Councils.
Ad
Industry News
Alternatives target retail investors as insto funds slow
Alternative funds are increasingly seeking to raise assets from the retail and wealth management space as institutions are constrained on the volume they can allocate to the space, according to EY.
Industry News
ASIC report on ASX welcomed by SAFAA
The Stockbrokers and Financial Advisers Association has welcomed the report that led to the corporate regulator putting additional licence conditions on the Australian Securities Exchange due the hours-long outage suffered a year ago.
Ad
Industry News
VanEck fastest growing ETF provider
VanEck has seen the fastest growth of all exchange traded fund providers in the last 12 months but Vanguard remains king of funds under management.
Industry News
GII launches global gender equity fund
The Global Impact Initiative has announced the launch of its Global Gender Equality Fund focused on companies which promote and recognise gender equality.
Industry News
Easton Investments rebrands as Diverger Limited
Easton Investments has unveiled its new brand, Diverger Limited, to reflect its culture and growth strategy.
Industry News
Former adviser sentenced to jail for early release of super scheme
Ahmed Saad will serve a nine-month prison sentence for illegally allowing clients to withdraw superannuation funds from 2016 to 2017.
Expert Analysis
Money Management Original
How gender diversity affects your portfolio
Fiona Manning writes how gender diversity is a key consideration within environmental, social and governance investing as the gender gap causes a drag on the economy.
Money Management Original
Coaching clients to keep calm – the adviser’s most important role
Investors are prone to following their emotions, writes Bronwyn Yates. For advisers, coaching calmness is the most significant contribution they can make.
Toolbox
Money Management Original
Using TPD insurance in superannuation
Anna Mirzoyan explains the various payment options and considerations when it comes to advising clients on total permanent disability insurance.
Facebook Twitter Linkedin
About this email
Copyright © 2021 Money Management, All rights reserved.
You are receiving this email because you have opted in to Money Management newsletters.
Our mailing address is:
Money Management
Level 10, 4 Martin Place
Sydney, NSW 2000
Australia

Add us to your address book
Want to change how you receive these emails?
If you would like to stop receiving Money Management Events or Third Party emails, unsubscribe here.
If you would like stop receiving all communications from Money Management, including our daily newsletter that keeps
you updated with the latest news, unsubscribe here.