MM Newsletter
  23 November, 2021
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Latest News
Money Management Original
Advisers finding new homes in support roles
Advisers who do not want to complete the Financial Adviser Standards and Ethics Authority requirements are finding a new home by taking on support roles at practices, according to an industry recruitment firm.
Industry News
More HNWs but growing unmet advice needs
There is a reluctance from high net worth Australian investors to use investment advisers and an unmet advice gap in inheritance and estate planning, and strategies to reduce tax obligations, according to research.
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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
No reason to expand CSLR: Hume
The compensation scheme of last resort should not be expanded to cover those making “speculative punts”, according to Senator Jane Hume, and would likely make funding more expensive, not less.
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Money Management Original
Average life insurance complaint handling time almost doubles
While only making up 2% of total complaints received by the Australian Financial Complaints Authority, life insurance complaint handling time has almost doubled in two years.
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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
Average M&A deal size triples to $150m
Average deal size in the first quarter of FY22 has risen from $42 million a year ago to $150 million, according to HLB Mann Judd, with the largest deal belonging to a financial firm.
Industry News
Bell AM announces distribution partnership with US manager
Bell Asset Management has announced a joint venture distribution partnership with US-based Spouting Rock Asset Management, creating a platform for Bell to launch its strategies in the Americas.
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Industry News
Former WA adviser charged with dishonest conduct
Former AMP financial adviser, David Fong, and his Perth-based company Fong Financial Planners have been charged with dishonest conduct.
Industry News
ClearView Wealth signs MOU with Manulife
The signing of the memorandum of understanding will see the two firms launch wealth management and retirement income solutions for Australian retail investors.
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Expert Analysis
Money Management Original
The hitchhiker’s guide to alternatives
Investors may know they need an allocation to alternatives, writes David Lebovitz, Jason DeSena and Pulkit Sharma, but knowing which ones to include is less clear-cut.
Money Management Original
Too big to ignore
Investors could be forgiven for overlooking Asia-ex Japan in their portfolios, Geoff Bazzan writes, but its forecast growth and consumption opportunities make it too important to ignore.
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