MM Newsletter
  11 March, 2021
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Latest News
Money Management Original
Salaried advisers and the lack of client ownership
Salaried advisers may have fewer administrative headaches when compared to their self-employed counterparts but, ultimately, they do not legally own their clients.
Money Management Original
Eagle or vulture? ASIC levy invoices are landing on advisers
Financial advisers may be unhappy with the increased Australian Securities and Investments Commission levy but their invoices are arriving nonetheless.
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Money Management Original
Women could fill advice gap
Most Financial Planning Association student members coming through are women, who are likely to reshape industry demographics as existing advisers leave the industry.
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Money Management Original
ASIC prosecution against TAL a half win
TAL is acknowledging the Australian Securities and Investments Commission’s pursuit of charges against in the Federal Court but pointing out that the regulator did not win on all counts.
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Industry News
‘At risk’ mortgage borrowers to rise
As most mortgage holders are required to resume repayments and JobKeeper comes to an end, the number of ‘at risk’ mortgage borrowers will rise, according to Roy Morgan.
Industry News
Rising inflation remains a threat for equities
Equity investors will face another good year but they should pay close attention to valuation as the prospect of rising inflation remains a threat.
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Industry News
FE fundinfo announces data and technology solution for DDO
It will be made available as part of the firm’s investment research and analytics software, FE Analytics, in time for the deadline on 5 October, 2021.
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Money Management Original
The recipe for successfully advising on sustainable investments
Jessie Pettigrew shares how financial advisers can best work with their clients to help them navigate the environmental, social and governance investing landscape.
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Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia