MM Newsletter
  11 October, 2021
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Latest News
Money Management Original
Lower fees quoted by firms with no target market
The average initial fee charged by planners who had identified their target market was 57% higher than at those firms which worked with all types of clients.
Money Management Original
Advisers need to differentiate themselves
Like with online dating, advisers need to differentiate themselves to attract their chosen target market and avoid being judged only on fees, according to an adviser.
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The megatrends shaping property investments
Societal megatrends will have big implications for real estate – boosting some sectors and disrupting others. First Sentier Investors Global Head of Property Securities delves into the six trends shaping the next decade.
Money Management Original
Cultural issues a financial risk
Substance to certain media stories regarding company culture has meant investment firms will have to be more proactive over how they identify cultural risks, according to Frontier.
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Money Management Original
Delinquency rates to rise
It’s time for investors to think about how a collapse in the cost of capital has masked true delinquency rates in asset markets, according to Wentworth Williamson.
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An alternative source of income
Times are tough for investors looking to add value through a defensive portfolio. Find out where commercial Real Estate (CRE) debt fits in a defensive portfolio with an income focus.
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Money Management Original
Demand for alternative assets not being met
Rising demand from institutional investors for private equity, private credit infrastructure and real estate is growing at 10% a year, according to Morrison and Co.
Industry News
Investors chasing ‘hype’ in thematics
Investors are being warned many companies in thematics such as electric vehicles or battery storage are still in the “hype” phase and may be unprofitable in later years.
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Industry News
Dimensional launches ESG SMAs
The three automatically-rebalancing separately managed accounts targeted different growth profiles.
Industry News
IOOF restructure sees CIO out
Since the acquisition of MLC, the firm has focused on organisational design which has resulted in its chief information officer leaving IOOF.
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TOP Financial Planning Groups
Money Management Research
Adviser numbers reach new lows
Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas of the largest groups has dropped to new lows, Oksana Patron writes.
Editorial
Money Management Original
Why are advisers paying more for the same exam?
Advisers who sit the financial adviser exam under the corporate watchdog will pay almost 60% more than advisers sitting the exam under the current regime and transparency is needed on the rise.
InFocus
Money Management Original
InFocus: Is Evergrande’s collapse going to be better off for property in the long run?
The collapse of China’s second-largest developer could be positive for the property sector in the long term, while direct Chinese government assistance could send a counter intuitive message to the private sector, Oksana Patron writes.
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