MM Newsletter
  17 May, 2021
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Latest News
Money Management Original
Advisers wary of property syndicate DDO referrals
Some financial advisers have expressed concern at being drawn into giving advice to inexperienced to clients on property syndicates because of the impact of Design and Distribution Obligations on property syndicators.
Money Management Original
Govt appoints academic to chair AFCA
The Federal Government has appointed Swinburne University Chancellor, Professor John Pollaers as the new chairman of AFCA succeeding former Liberal minister, Helen Coonan.
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AIA Australia holds first Adviser Summit
AIA Australia is on a mission to develop a robust, sustainable insurance industry by getting industry stakeholders working together. The Adviser Summit 2021 was an opportunity to do just that.
Industry News
How pandemic temporarily reduced Australia's wealth gap
New research from the Actuaries Institute has revealed how JobKeeper and other Government measures have temporarily reduced the generational wealth gap.
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Industry News
Thematic ETFs see 70% FUM growth
Assets in thematic exchange traded funds could reach $10 billion by the end of 2021, according to VanEck, as they have grown by 70% in the past six months.
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Rising yields, rising opportunity?
Western Asset’s Anthony Kirkham sits down for a Q&A discussion on fixed income investing in the wake of a historic bond market selloff in February. View insights.
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Industry News
Global tech sector still strong
Technology exchange traded funds continue to attract funds due to the strong fundamentals of the companies in their portfolios.
Industry News
Jarden Australia admitted to Chi-X exchange
The investment and advisory firm is the 50th to be admitted while the Chi-X group looks to be acquired by Cboe Global Markets and J.C. Flowers and Co.
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Industry News
AXA IM appoints BDM
Bevan Green has been appointed as business development manger for AXA Investment Managers.
Industry News
Theta AM ex-MD banned by ASIC
Robert Patrick Marie has been banned by the corporate regulator for four years from providing any financial services.
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Industry News
ASIC commences proceedings against PE Capital FM
The corporate regulator has alleged PE Capital Funds Management had operated a number of unregistered managed investment schemes without an Australian financial services licence.
Editorial
Money Management Original
Successive Govts, not advisers, to blame for advice policy shambles
Thousands of low-balance, high maintenance clients are being orphaned in the wash-up of what is emerging as significant failure by successive governments to understand the dynamics of the financial planning industry.
InFocus
Money Management Original
Clearing the decks of superannuation loose-ends
The Government has succeeded in using the Federal Budget to tidy up some longstanding superannuation policy loose-ends with some usually noisy backbenchers remaining comparatively silent.
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