MM Newsletter
  18 February, 2020
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Latest News
 
Free up scoped, scaled and episodic advice says AMP
At the same time as it seeks to reshape and rebuild its advice business, AMP Limited has called on a Government panel to consider changes which would make it easier to access scoped, scaled and episodic advice. For more.
 
Opt-in insurance in super irresponsible
Those who seek their own coverage cannot assume they will end up with a product in their best interests, according to a law firm. For more.
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5 Reasons to Automate your Managed Portfolio Report Production
Performance comparisons, branded reports, ensuring compliance, improving business efficiencies and using latest technology are achievable with automated report production. For more.
 
Did BoJo provide resolution for European funds?
The end of 2019 saw some resolution with Boris Johnson’s re-election, paving the way for a Brexit deal, but how did European equities finish the year? For more.
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LGIAsuper expands telephone advice
This has improved its advice services which comes at no extra cost to members and is accessible outside Brisbane’s normal business hours. For more.
 
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Legg Mason Western Asset - 2020 Australian fixed income outlook
Legg Mason’s leading global fixed income manager Western Asset discusses the 2020 outlook for the Australian fixed income market. For more.
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No bounce for Lennox after Kangaroo Island fire
Bushfires on Kangaroo Island hindered the performance of the Lennox Australian Small Companies fund during January as a result of lower tourism numbers. For more.
 
Clime IM FUM up 25%
Clime Investment Management has posted a 25% growth in total gross funds under management to $1.02 billion. For more.
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CountPlus raises $100k for Lifeline’s bushfire recovery
The Bushfire Recovery Line, 13 HELP, has received a $100,000 donation from CountPlus. For more.
Expert Analysis
 
2020 a tipping point for investing in sustainability
One of the biggest challenges for investors this year will be finding companies that can grow at a faster and more sustainable basis than their peer group, Nick Griffin writes. For more.
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What this year holds for low-cost funds
The new regulatory and education changes for financial advisers may lead to more demand for low-cost funds, Evan Reedman writes. For more.
 
Another year of living dangerously?
Geopolitics will be an ongoing source of volatility for markets but there are opportunities for advisers to find assets that will generate investment returns that clients need, Brian Parker and Anne Fuchs write. For more.
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