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| 03 June, 2021 |
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| Latest News |
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| Money Management Original | | SDB should only focus on significant issues | | Given the proposed Single Disciplinary Body will be funded through the new adviser registration fee and the increase in the corporate regulator’s funding levy, the body should only deal with major matters, the Association of Financial Advisers believes. |
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| Money Management Original | | 5 has been the most FASEA exam sittings | | Five times is a charm for one adviser who sat the Financial Adviser Standards and Ethics Authority exam that many times before passing. |
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| Industry News | | Most advisers to declare 'not independent' | | Only 2% of advisers and advice firms can label themselves as “independent’, meaning most will be subject to the new Financial Services Guides disclosure obligations. |
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| Industry News | | $20m penalty for Forex CT | | Company director Shlomo Yoshai has also been fined $400,000 and is disqualified from managing companies for eight years, after creating a trading floor culture compared to ‘The Wolf of Wall Street’. |
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| Toolbox |
| Money Management Original | | Super changes from the Budget | | This year’s Federal Budget brought in numerous changes to superannuation including making contributions and managing retirement income streams, writes Tim Howard and Neil Sparks. |
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| Fund Manager of the Year 2021 |
| Money Management Original | | Global bond domination | | PIMCO have taken both the winning fund (Global Bond Wholesale) and highly commended (ESG Global Bond Wholesale) spots for the 2021 Money Management Fund Manager of the Year Global Fixed Income award. |
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| Money Management Original | | Looking beyond the Mainstream | | Taking the time to look away from industry leaders and source boutique investment managers has helped the IOOF MultiMix Balanced Growth win at this year’s Money Management Fund Manager of the Year awards. |
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| Money Management Original | | A cohesive approach to win | | The Ausbil 130/30 Focus has taken out the 2021 Money Management Fund Manager of the Year Long/Short equities award. |
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| Money Management Original | | Strong research combined with intrinsic value process | | The fundamental, proprietary research into industries and companies combined with consistent application of intrinsic value process and cashflow valuation methodology has seen Eiger Australian Small Companies A take out the 2021 Money Management Emerging Fund Manager award. |
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