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| 17 September, 2021 |
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| Latest News |
| Money Management Original | | How many advisers support associations? | | Under 40% of financial advisers are members of the largest professional body representing financial planners in Australia, according to data. |
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| Sponsored Content | | FE fundinfo to make DDO Data and TMDs available to Advisers | | Advisers will soon be able to incorporate DDO data and TMD documents in their portfolio construction and client reporting as FE fundinfo announces that they will be integrating DDO data and TMD documents into their suite of products, including the flagship research tool FE Analytics. |
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| Money Management Original | | Index funds unlikely to engage in anti-competitive behaviour | | Although “striking in its magnitude” of how much of the ASX 50 is held by institutional funds, an academic says there is little research to suggest funds that track an index will engage in anti-competitive behaviour. |
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| Money Management Original | | Millennials to expect client portal tech | | Almost half of advisable millennial Australians say digital capability is in their top three reasons for choosing an advice firm despite only one-quarter of advice businesses use client portal technology, research shows. |
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| Money Management Original | | China to suffer from three Achilles heels | | China has higher risk premiums attached to it, both from a direct investment perspective and for countries who rely on China for growth, according to Perpetual. |
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| Money Management Original | | Advisers must start to understand DDO requirements | | Prior to now, advisers were not in a position to deal with understanding the design and distribution obligations but now is the time given the raft of information coming from product issuers and the regulator, according to an association. |
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| Industry News | | ASIC releases DDO FAQ for advisers and licensees | | With the design and distribution obligation regime set to begin in less than three weeks, the corporate regulator has released guidance on what is most important for financial advisers. |
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| Industry News | | Registration revoked for Halifax auditor | | Former Halifax Investment Services lead auditor, Robert James Evett, has been found to not be a fit and proper person to remain registered as an auditor following his conviction. |
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| Outsider |
| Money Management Original | | Ever-hopeful of travel | | Maybe it was the groundhog-like nature of lockdown getting the better of him or maybe there was some dust in his eye, but Outsider felt oddly emotional watching the latest Qantas advertisement. |
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| Money Management Original | | Matchmaking mergers | | The superannuation industry is going through a period of consolidation via mergers and Outsider believes he can use some real-life experience to help the process. |
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| Money Management Original | | Drinks reception in the kitchen | | To break up the tedium of the current lockdown, Outsider spent the past week listening to the virtual Australian Institute of Superannuation Trustees Superannuation Investment conference. |
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