MM Newsletter
  18 November, 2021
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Money Management Original
Advice delivery needs to be simplified
Developing a simpler advice framework should be the industry’s focus for the year ahead, according to Australian Unity.
Money Management Original
Advice ‘about emotions, not numbers’
There is an opportunity for female financial advisers to highlight their different skill sets as female clients do not want to be “talked down to” by a male adviser.
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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
Money Management Original
Early-stage advice can prevent wealth inequality
The benefits of getting more advice at earlier life stages can help change wealth inequality, according to Ignition Advice.
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Money Management Original
PI key to CSLR viability
Australian financial services licensees should be required to submit professional indemnity cover as part of existing annual compliance obligations to ensure CSLR viability.
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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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Money Management Original
VanEck confident in Bitcoin ETF launch
Despite its spot-based Bitcoin ETF being rejected in the US, VanEck remains confident it will be able to successfully launch a spot-based Bitcoin ETF in Australia.
Money Management Original
Infrastructure ‘the place to be’ in times of inflation
Infrastructure investors can benefit from global spending on infrastructure, decarbonisation and even inflation as the global economy bounces back from COVID-19, according to 4D Infrastructure.
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Industry News
One-in-five Australians say their adviser does not offer ESG
Investors expect accountability from companies for their impact on the environment and society and they want to see more action from policymakers and fund managers, according to research.
Industry News
ASIC consults on licensee remediation guidance
The most common “stumbling block” in consumer remediation by licensees was underinvesting in systems which have led to multiple failures.
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Industry News
CBA’s cash NPAT up
CBA has reported cash net profit after tax of approximately $2.2 billion in 1Q22, 20% higher than in the same period last year, but lower than 2H21.
Industry News
Jamieson Coote Bonds appoints senior portfolio manager
The bond fund manager has appointed James Wilson as senior portfolio manager of its high-grade fixed income specialist investment team who joins from a similar role at VFMC.
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Money Management Original
How do raters feel about being rated?
Oksana Patron examines how research houses feel about the ratings ascribed to them by financial planners and how they addressed the potential conflict of interest areas.
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Money Management Original
How digital advice can help increase efficiency
Using technology can help financial advisers to cut down on their risk and compliance work, writes Craig Keary, leading to a reduction in consumers’ advice fees in the process.
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