MM Newsletter
  30 March, 2021
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Latest News
Money Management Original
Are advisers shunning clients with less than $1 million in investible assets
A Parliamentary Committee has heard questioning around whether regulatory costs are now so high that financial advisers will not take on clients with less than $1 million in investible assets.
Money Management Original
Are industry funds bullying and intimidating the Morrison Government?
Industry funds who have sponsored a major television advertising campaign against the Government’s Your Future, Your Super legislation have been accused of seeking to bully and intimidate the Government and, through it, the Parliament.
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Industry News
ISA campaign warns women of super cut
Women under 35 will be disproportionately affected by possible cuts to super, according to a social media campaign from Industry Super Australia.
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Industry News
CFD leverage reduced
The corporate regulator’s contracts for difference product intervention order now allows maximum leverage available to retail clients to range from 30:1 to a 2:1 depending on the underlying asset class.
Industry News
Robo-advice prospering with younger generations
As younger generations turn to micro-investing, which is more financially accessible, robo-advice has flourished, according to a report from Finder.
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Industry News
AMP Capital ends management agreement with NZ REIT
The transaction would allow Precinct Properties New Zealand to internalise management for a one-off payment of $197 million and AMP Capital would cease to receive Precinct management fees.
Industry News
Clearview hires head of product and pricing
Former RGA Australia chief risk officer and head of research, Nick Kulikov, has been appointed to the newly-created role.
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Industry News
Schroder PE fund added to three platforms
Schroder’s Specialist Private Equity fund has been added to Macquarie Wrap, uXchange and Explore Wealth.
Industry News
EQT appoints Kelly O’Dwyer as non-exec director
The former minister who oversaw the creation of the Financial Adviser Standards and Ethics Authority has been appointed as a non-executive director to the board of EQT Holdings.
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Industry News
REA proposes acquisition of Mortgage Choice
It has entered into a Scheme Implementation Agreement to acquire 100% of the outstanding shares, at an enterprise value of approximately $244 million.
Industry News
New CEO and chair for SelfWealth
SelfWealth has appointed a new chief executive with Cath Whitaker replacing Rob Edgley who will step up to chair the company’s board.
Expert Analysis
Money Management Original
The power of positive investment thinking
The frenzy surrounding GameStop earlier this year was driven almost entirely by social media hype, writes Sinclair Currie, what does that signal about future investment trends?
Money Management Original
Advice and technology trends
As the medium between the client and the adviser, writes Kathy Vincent, it is imperative for platforms to respond to technological changes and adapt to their needs.
Money Management Original
Solving the income dilemma
Unlisted property funds are an alternative option for investors, writes Hamish Wehl, as they search for income in a low-rate world.
Crowns
Money Management Research
Three funds consistently ranked as 5 Crowns
Since the inception of FE fundinfo Crown Fund Ratings in 2017, there have only been three funds within the Australian Core Strategies universe that have been consistently given 5 Crown ratings every ratings rebalance.
Money Management Research
The Penta-crowns
IOOF and First Sentier Investors lead the way when it comes to 5 Crown funds, but Colchester Global Investors has seen all four of its funds rated 5 Crowns in the latest FE fundinfo Crown Fund Ratings rebalance.
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