MM Newsletter
  02 June, 2022
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Latest News
Money Management Original
Compassion not condemnation for exam candidates: AFA
Compassion should be given to those advisers who have not yet passed the financial adviser exam, according to the AFA’s Phil Anderson, rather than condemnation.
Industry News
What are advisers asking ahead of EOFY?
Downsizer contributions, the superannuation guarantee and the COVID-related measures on minimum pension drawdowns are among the top enquiries by advisers this end of financial year.
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Money Management Original
Albanese Government sworn in
Organisations have welcomed the Albanese Labor Government and the appointment of Stephen Jones as minister for financial services with hopes for a focus on education and funding models.
Industry News
FINSIA elects president
PwC partner, David Cox, has been elected as president of FINSIA, succeeding Victoria Weekes who is retiring after serving a maximum term.
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Industry News
IML partners with US firm to launch SMID fund
US-based investment manager Vaughan Nelson has partnered with Investors Mutual to launch a global small and mid-cap fund for Australian retail investors.
Money Management Original
AFA predicts adviser numbers to reach 14,000
The number of financial advisers could fall to 14,000 in the next couple of years, according to AFA President Sam Perera, but the Quality of Advice review could mean improvements for those who remain.
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Expert Analysis
Money Management Original
Using data to shape the industry’s future
With the vast amount of data being generated everyday, there are ways that advisers can use this to maximise their clients’ experience, writes Darren Stevens.
Money Management Original
Who demonstrates value to the client?
To thrive in today’s advice world, a new role of ‘investment proposition owner’ can look beyond investment returns and demonstrate value to a client, writes Stuart Holdsworth.
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