MM Newsletter
  16 February, 2022
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Latest News
Money Management Original
Consumer remediation guidelines require 12-month transition: FSC
The Financial Services Council is calling on the Australian Securities and Investments Commission to include a 12-month transition period for licensees to adjust to changes to consumer remediation guidelines.
Money Management Original
Use life tables with caution
Relying on the life tables as a framework for a person’s longevity is potentially misleading and a wasted opportunity, according to the founder of the life expectancy service My Longevity.
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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
AFIA opposes reducing compensation threshold from $20 to $5
The Australian Finance Industry Association has opposed the Australian Securities and Investments Commission’s proposal to lower the consumer compensation threshold from $20 to $5, citing it would put unnecessary burden on operational costs.
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Industry News
AMPFP’ advisers association names new chair
The Advisers Association has announced the appointment of Bill Beimers as its new chair.
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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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Industry News
Disconnect between return expectations for clients
Fund selectors globally are expecting to see long-term returns of 7.8%, far less than the 14.5% that clients are expecting to see, as they foresee a difficult market environment this year.
Features
Money Management Original
A year to take a breath
Business processes, succession planning and system efficiency are among areas that advisers can focus on this year thanks to a lull in regulatory change, writes Oksana Patron.
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Expert Analysis
Money Management Original
Great rotations: The value factor
With the Federal Reserve signalling multiple interest rate rises, writes Russel Chesler, what does this mean for value investing?
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