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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. |
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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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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 |
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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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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. |
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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. |
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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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