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| 16 September, 2021 |
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| Latest News |
| Money Management Original | | Advisers need to price their intangible value | | Advice pricing should be the amalgamation of three layers – intangible value, services and advice, and structural complexity and additional value-add, according to a financial advice consulting firm. |
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| Money Management Original | | Risk profiling essential to meet best interest duty | | There are discrepancies in advisers’ approaches to risk profiling and they need to ensure a consistent process if they want to meet best interest duty, according to behavioural finance firm Oxford Risk. |
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| Money Management Original | | Regulation turning advisers into ‘admin assistants’ | | Mounting regulation is turning advisers into “admin assistants with Government records” and Government intervention is needed to maintain limited licensees in the industry, according to AccountantsIQ. |
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| Sponsored Content | | An alternative source of income | | Times are tough for investors looking to add value through a defensive portfolio. Find out where commercial Real Estate (CRE) debt fits in a defensive portfolio with an income focus. |
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| Industry News | | Balanced super options up 1.6% in August | | With the release of the Government’s first superannuation performance test, investors should avoid placing too much emphasis on assessing the performance of funds over other factors, according to SuperRatings. |
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| Industry News | | Islamic fund receives first rating | | Hejaz Financial Services has become the first firm to have an Islamic managed fund rated by an Australian ratings agency, as the firm applies for a banking licence. |
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| Industry News | | Criminal charges brought against ME Bank | | The corporate regulator has alleged misconduct against the bank’s home loan clients while it was still under ownership of the industry superannuation funds. |
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| Industry News | | William Buck merges with Melbourne accountancy | | The merger with BR Wellington is the company’s sixth merger since 2019 as the firm looks to enhance its service offering to both Melbourne clients and mid-market clients. |
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| Industry News | | BTFG appoints CEO | | Matthew Rady has been appointed to lead the combined business including BT Panorama, BT’s Personal and Corporate Super, and Investments. |
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| Features |
| Money Management Original | | The opportunity in IPOs | | As initial public offerings recover after a slowdown in the pandemic, particularly in the small-cap space, funds are divided in their support of them, Laura Dew writes. |
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| Money Management Original | | Estate planning not just for clients | | While financial advisers help clients with their estate plans, they would do well not to forget their own especially if they own their advice practice, Jassmyn Goh finds. |
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| Toolbox |
| Money Management Original | | The protection equation | | Traditional sources of safety and protection for capital have been turned on their heads and Tim Dowling finds how advisers can help safeguard retirement portfolios in a low-yield world. |
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