MM Newsletter
  20 January, 2021
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Money Management Original
FPA calls for dilution of licensee influence
The Financial Planning Association has leveraged the Australian Securities and Investments Commission’s affordable advice review to drive home its policy for financial advisers to have more autonomy from licensees with respect to the delivery of advice.
Industry News
Stop prioritising compliance over client needs says SMSF Association
The current regulatory regime around financial planning is driving up costs by prioritising compliance and the needs of licensees over those of consumers, according to the SMSF Association which is looking to a simplified approach.
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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.
Money Management Original
Climate change will be biggest investment 'S' curve in the next 30 years
As governments and corporations commit to zero net carbon emissions by 2050, climate action will be the biggest investment ‘S’ curve in this lifetime, according to Munro Partners.
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Industry News
Investors should ride 'Biden bounce'
But should do so judiciously, as this has been the best period between an election and inauguration for investors in the last five decades, according to deVere Group.
Industry News
Green bonds lead the way in sustainable debt
Green bonds experienced a steady recovery last year, representing the largest part of the sustainable debt universe which rose to $543 billion.
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Industry News
Regulation changes named one of top business risks in Australia
Changes in legislation and regulation have been named as the one of the top business risks in Australia although the COVID-19 pandemic still remains people’s biggest worry.
Industry News
JP Morgan boosts sustainable investing team in Asia
Felix Lam has been appointed head of investment stewardship, while Robert Harden has been appointed as a sustainable investing research analyst.
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Industry News
Nuveen to acquire clean energy fund manager
The 100% acquisition of Glennmont looks to enhance Nuveen’s $3.7 billion infrastructure platform.
Industry News
Former Sydney adviser banned for three years
Former adviser, Jim Pavlidis has been banned for three years after a review of his advice showed he failed to provide financial advice in the best interest of his clients.
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Industry News
HUB24 posts record net inflows in December quarter
The investment and superannuation platform reported net inflows of $1.7 billion, representing a growth of 36.7% against the previous corresponding period.
Expert Analysis
Money Management Original
Lessons from a decade in property investing
As it marks a decade in property investing, Freehold Investment Management shares how the market has changed and what trends have emerged since the Global Financial Crisis.
Toolbox
Industry News
Alternatives for income
With many fixed income options yielding less than 0%, core alternatives can provide stable income with a low correlation to equities, writes Pulkit Sharma and Jason DeSena.
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