MM Newsletter
  19 January, 2021
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Money Management Original
Make ongoing advice as affordable as a mobile phone
The rules around intra-fund financial advice must be significantly tightened and ongoing financial advice support fees must become as low cost as a mobile phone plan, according to a submission filed with the Australian Securities and Investments Commission’s affordable advice review.
Money Management Original
Central message to ASIC: Give us regulatory consistency
Regulatory consistency represents one of the keys to financial advisers being able to deliver affordable advice according to key submissions filed with the Australian Securities and Investments Commission.
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Don't fight the fed
How should investors respond to a new low yield problem and what to consider when designing your asset allocation for a post-Covid world.
Industry News
Frydenberg urged to make decision over ASIC chair
Treasurer Josh Frydenberg has been criticised for ‘stalling’ over the tenure of the Australian Securities and Investments Commission chair James Shipton following an expenses scandal last October.
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Money Management Original
Six ASX companies start measuring ESG impact
Six companies listed on the Australian Securities Exchange have started tracking environmental, social and governance progress via Socialsuite.
Industry News
Investors 'oblivious' of vaccine failure risks warns Magellan's Douglass
COVID-19 may mutate in a way that reduces the effectiveness of current vaccines and this could set back the market’s recovery, according to Magellan.
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Industry News
Is the market doomed under Biden?
The Biden administration is expected to lead a drastic policy change, just as the Trump administration did when it came in, but did those differing policy views create polar opposite market performances?
Industry News
AGMs have become forums for ESG agenda
The key themes coming out of annual general meetings have environmental, social, and governance undertones, according to Martin Currie.
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Industry News
Australia to recover sooner than expected
T. Rowe Price believes the speed of Australia’s economic recovery is being underestimated and is less dependent on the success of a vaccine.
Industry News
CommInsure policyholders to be notified of transfer to AIA
In the latest step of the acquisition, AIA Australia will notify CommInsure policyholders of their transfer to the life insurer which is subject to the Federal Court of Australia in March.
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Money Management Original
Planners choose Morningstar
For the first time in more than four years financial planners have chosen Morningstar as their preferred research house, effectively ending the long-lasting reign of Lonsec, Oksana Patron writes.
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Industry News
Bringing the X factor
With factor-based investing on the rise, writes Simon Lansdorp, how should investors determine the relevant factors and the most-effective way to combine these for higher returns?
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