MM Newsletter
  14 February, 2022
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Latest News
Money Management Original
ASIC disputes need for external advisory board
The corporate regulator has shut down the idea of an external advisory board including financial advisers and consumer groups as it feels there would be limited value.
Money Management Original
Falinski questions QSuper court case
Liberal MP, Jason Falinski, has used a superannuation Parliamentary hearing to ask why QSuper failed to notify its members of changes to its deed structure following court approval.
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The benefits of impact investing
Impact investing offers investors the chance to use their capital for good, by investing in a range of opportunities to develop social and environmental solutions through investments that also generate financial returns.
Money Management Original
ASIC to test DDO intervention powers
ASIC has acknowledged criticism that it failed to do enough to stop the failure of Sterling and said it will be testing its intervention powers in the future under the Design and Distribution Obligations.
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Money Management Original
'Phenomenal opportunity' as intergenerational wealth reshapes portfolios
The transfer of intergenerational wealth is likely to reshape what is held in an investment portfolio in the future, according to BetaShares, and advisers have an opportunity to benefit from this over the next decade.
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Why Retirees Need A Certain Confidence
Retirees should be able to sleep easy at night knowing their sharemarket-exposed capital is protected against market falls. Their confidence shouldn’t go up or down on the whims of sharemarkets.
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Money Management Original
Uncharted tech areas still to be explored by advisers: Vanguard
While firms have used more technology during the pandemic, there are still tools such as data management that could be better utilised by financial advisers.
Money Management Original
Insignia praised for tying ESG to remuneration
The firm, formerly known as IOOF, has been praised by KPMG as a “rare” company that is tying environmental metrics to long-term incentive plans.
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Industry News
Magellan FUM drops to $87bn as Douglass exits
Magellan Financial Group has lost $6.4 billion in less than two weeks as chair and chief investment officer Hamish Douglass takes ‘leave of absence’.
Editorial
Money Management Original
A great year ahead
After a hectic few years, advisers will finally have the chance this year to look inward at how they can improve their businesses.
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InFocus
Money Management Original
InFocus: 2022: The financial advice redesign is underway
2022 is set to have less compliance and regulatory activity, writes Zach Castles, leaving advisers with more time to focus on helping consumers and improving their businesses.
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