MM Newsletter
  13 May, 2021
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Latest News
Money Management Original
Budget points to fewer staff within ASIC
While the other regulators grew their staff numbers, the Budget papers point to a net loss for ASIC.
Money Management Original
Wilson continues parliamentary probing of IFM
Industry funds-owned fund manager, IFM has complained it is the only fund manager to be called before a House of Representatives Committee and that it has already answered over 100 questions but that did not stop the committee chair, Tim Wilson, asking yet another question.
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How next-gen modelling tools can empower advisers
Stochastic modelling offers a number of benefits over traditional tools and methods, including increased confidence in outcomes. Learn about the benefits and options available.
Industry News
Demand for advice jumps from younger clients
Financial advice is seeing appeal from younger investors with deVere Group seeing a 54% jump year-on-year in enquiries from under-30s.
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Industry News
TAL welcomes focus on legacy life products
The life insurer supports the Government’s plan announced in the Budget to develop a streamlined mechanism to transfer life insurance customers from old legacy products to products that better suit customers.
Sponsored Content
Finding growth through sustainable innovation
More people are trying to live sustainably. The Franklin Global Equity team discuss innovative solutions to address this trend while also providing attractive growth opportunities.
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Industry News
Mid to high income earners get most benefit from Budget
New NATSEM modelling points to mid to high income earners doing best from the Government’s extension of the low and middle income tax offset.
Industry News
Savills IM expands Asia-Pacific presence
Savills Investment Management has strengthened its presence in the region with expansion of its Sydney’s investment team and the launch of its first pan-Asian fund.
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Industry News
Lonsec appoints new CEO
The ratings house has appointed former Xplore Wealth chief executive Mike Wright into the role.
Industry News
REST makes two senior appointments
Kiran Singh has been appointed as head of listed assets and Sonia Bluzmanis as head of global equities.
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Industry News
CBA increases Count Financial remediation indemnity by $32 million
Fee for no service and inappropriate advice issues are continuing to dog the Commonwealth Bank even though it has substantially exited financial planning.
Toolbox
Money Management Original
EOFY strategies, tips and traps
As the end of financial year approaches, Anna Mirzoyan gives financial advisers tips and strategies to use with clients and the traps to avoid.
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