MM Newsletter
  26 November, 2020
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Latest News
Money Management Original
BT Life to switch-off of pre-2013 SuperWrap life commissions
Life advisers may have thought commissions attached to BT Life policies sold before 2013 were safely grandfathered. They were wrong.
Money Management Original
APRA warned on RG97 transitions skewing heatmaps
The differing transition timetables of superannuation funds to the new RG97 regime risks skewing the Australian Prudential Regulation Authority’s performance heatmaps.
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A green recovery: the post-pandemic opportunity
AXA Investment Managers’ Michelle Lacey discusses the ‘green lining’ of COVID-19 and why the growth in responsible investing creates a post-pandemic opportunity for advisers and investors.
Money Management Original
Iress confirms post-OneVue advice service play
Investment infrastructure as a service has been confirmed as the underlying strategy which drove Iress’ acquisition of OneVue.
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Money Management Research
Which Aus ETFs have performed post-March?
Since the March sell-off only three exchange traded funds have outperformed the Australian equities sector average.
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The global pandemic: The sustainable investing experience
The COVID-19 pandemic, market sell-down and subsequent recession has witnessed a growing community of investors seeking a better balance of risk.
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Money Management Original
No formula that points to alpha generators
Advisers and investors need to start questioning why fund managers have no female representation at senior levels as alpha generators do not all look the same, according to Fidelity and Frontier.
Industry News
Zurich Investments launches Global Thematic Focus fund
Zurich Investments has announced the launch of its high conviction Global Thematic Focus fund, which will offer Australian advisers and their clients access to a number of investment themes with high return potential.
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Industry News
IPA elects new president
Julie Williams will succeed Damien Moore as the Institute of Public Accountants president of the board.
Industry News
AMP infrastructure debt fund backs UK ports
AMP Capital has made a ‘significant investment’ in the UK’s second-largest port operator within its Infrastructure Debt IV fund.
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Expert Analysis
Money Management Original
Welcome to the future
Andrew Walsh explores what trends have disrupted financial advice this year and how the sector is proving resilient in the face of change.
Money Management Original
Unique opportunity for income-seeking retirees
While those in need of income may be facing headwinds as a result of the interest rate cut, opportunities still exist, writes Scott Kelly.
Toolbox
Money Management Original
Using managed accounts in your advice proposition
Use of tax-effective strategies can be one of the most important ways that advisers can add value for their clients beyond advice, writes Tanya Hoshek.
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