MM Newsletter
  25 January, 2022
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Latest News
Money Management Original
More focus on client portfolios needed
This year advisers will have help clients manage the impact of market events on their portfolios and position for what could be a very turbulent year, Lifespan Financial Planning believes.
Money Management Original
New advice direction needs to start now: FSC
The Financial Services Council is hoping the Quality of Advice review will chart the course to end two decades of regulatory encroachment on the advice industry.
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Disruptions Redefine Risk and Opportunity in 2022
We examine 3 major themes in our Global Outlook: the role of innovation & technology in equity markets, the duality of real estate markets in the US and China, and the global search for yield. Read More.
Money Management Original
Advisers need blockchain-enabled annual consent
Centrepoint Alliance is urging the advice industry to work together to provide advisers with blockchain-enabled annual consent processes to help optimise advice practices.
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Industry News
Dramatic rise in equity flows during 2021
2021 saw $15 billion in inflows by investors, compared to just $1.9 billion seen in 2019, as investors put cash they had saved during the pandemic to work in the market.
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Helping Advisers Promote your Managed Accounts
How can managed account providers make their products more compelling to advisers to leverage the continued growth and adoption of these investment solutions?
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Industry News
Investors shun active ETFs despite launch push
While 40% of exchange traded funds product launches were of active ETFs during 2021, investors remain wedded to passive products which account for 92% of net flows.
Industry News
T. Rowe Price launches RIAA certified impact equity fund
T. Rowe Price has launched its Global Impact Equity Fund which will align its investments with a focus on climate, resources, social equity, and the United Nations Sustainable Development Goals.
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Industry News
CFDs/FX trading contracts with ASIC product intervention
While inflows of new traders and reactivators have tapered in the contracts for difference and foreign exchange space, 33% are trading cryptocurrency, according to Investment Trends.
Industry News
Bell adds emerging companies strategy to CFS FirstChoice
Bell Asset Management’s Global Emerging Companies fund’s strategy which provides exposure to a diversified portfolio of 30-60 global small and mid-cap companies, has been added to the Colonial First State FirstChoice Investment menu.
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Expert Analysis
Money Management Original
Assessing climate risks for emerging markets
In light of the recent COP26, Patrick Russel examines the sensitivities of climate change, in terms of risks and opportunities for the emerging market equity asset class.
Money Management Original
Advisers key to income protection changes
Advisers play a critical role in supporting the transition to sustainable insurance products, writes Aaron Newman, but the industry needs to support advisers with this transition.
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