MM Newsletter
  23 September, 2020
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Latest News
Money Management Original
FASEA exam re-mark can be successful
Although it costs over $200 to apply for a re-mark for a failed FASEA exam attempt, it is possible for it to succeed.
Money Management Original
Will a dozen super funds disappear via mergers before 2022?
With five significant superannuation fund mergers already on foot and eight others known to be in the early stages, the Australian superannuation industry faces further consolidation through 2021 and early 2022.
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Western Asset Q3 2020 Global Outlook
Global Fixed Income Manager Western Asset provides their Q3, 2020 Global Outlook and insights into the key drivers of fixed income markets.
Money Management Research
Confidence returns to China as funds see inflows
China funds have seen renewed interest with increased flows after a drop-off during March’s market crash.
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Industry News
Financial services laws up for review/rewrite
The Government has handed the Australian Law Reform Commission the terms of reference which will underpin a major review and possible rewrite of Australia’s financial services laws.
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Increase confidence in retirement
This stochastic modelling tool offers a realistic understanding of the level of income retirees can sustainably withdraw.
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Industry News
AFA welcomes ASIC no-action on Victoria’s advisers
The Association of Financial Advisers has welcomed ASIC’s no-action position for fee disclosure statement and opt-in obligations for Victoria’s located advice businesses.
Industry News
Australia lagging 10 years behind on ESG investment
People curious about the future of environmental, social and governance investment should look at Europe to see how it will be in a decade.
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Industry News
First Sentier Investors unifies under one global brand
First Sentier Investors has announced the completion of its rebrand from First State Investments to First Sentier Investors in all markets ex Australia.
Industry News
ASIC outlines expectations for debt capital markets
The corporate regulator has released its report on market practices in debt capital markets and outlined its expectations for Australian financial service licensees.
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Industry News
Super Recruiters appoints chair
Cathy Doyle will be the new chair of the superannuation and wealth management recruitment firm.
Industry News
T. Rowe Price promotes intermediary head
Jonathon Ross has been promoted to head of intermediary Australia and New Zealand, to lead the firm’s continued growth in the intermediary channel.
Industry News
Lifespan launches model portfolios on BT Panorama
Lifespan Financial Planning has launched 30 model portfolios on the BT Panorama platform.
Features
Money Management Original
Understanding the practice in front of you
Although there is no set structure when it comes to practice management, advisers need to know what they want to achieve and how to best communicate their needs, Oksana Patron writes.
Money Management Original
Multi-asset, multi-possibilities
Multi-asset funds can take the work out of choosing your asset allocation, but Chris Dastoor writes, that advantage can be best used to focus on specific outcomes rather than returns.
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Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia