MM Newsletter
  28 January, 2021
Ad
Latest News
Money Management Original
Reducing advice costs by graduating levels of advice
If doctors could accommodate the existence of paramedics, why can’t the financial advice profession accept a similar situation with respect to some lesser qualified advisers providing less complex advice?
Industry News
Should ASIC provide a templated RoA to reduce advice costs?
The cost of delivering advice could be reduced for both advisers and superannuation funds if the Australian Securities and Investments Commission delivered a templated record of advice document.
Ad
Sponsored Content
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 Research
Infrastructure worst equity sector in 2020
While the sector was hard hit by the COVID-19 pandemic, governments this year are accelerating infrastructure projects to support local economies.
Ad
Industry News
Plenty more to go for value
Strong performance of value stocks in Q4 2020 is expected to continue into 2021, according to Maple-Brown Abbott.
Industry News
Transfer balance account data needs to be made more available
The Australian Taxation Office needs the ability to allow superannuation members to access their transfer balance account data outside its portal to curb confusion with the transfer balance cap increase set for July, the SMSF Alliance believes.
Ad
Industry News
Report confirms advice gap
The challenge for financial advisers is understanding their client’s advice needs and what they can afford.
Industry News
Investors should avoid businesses with over-hyped valuations
Investors should beware of unprofitable businesses with over-hyped valuations and focus on stocks with sound cashflow, according to Spheria Asset Management.
Ad
Industry News
Ignition Advice appoints deputy chair
Former Fortescue Metals deputy chief executive, Russell Scrimshaw, has been appointed deputy chair of the board of directors and as a non-executive director.
Industry News
ANZ appoints acting CFO
The bank’s group general manager for internal audit, Shane Buggle, has been appointed to the acting role.
Ad
Industry News
ASI appoints Asia Pacific CEO
René Buehlmann has been appointed Asia Pacific chief executive, replacing Hugh Young who will become Asia chair.
Industry News
WealthO2 appoints head of distribution
Andrew Whelan has been appointed to the newly-created role of chief distribution officer.
TOP Financial Planning Groups
Money Management Research
The end of an era
Money Management’s 2020 TOP Financial Planning Groups research has confirmed the number of planners working at the biggest groups has dwindled to its lowest levels in years, underscoring the end of the banks’ dominance in wealth management, writes Oksana Patron.
Toolbox
Industry News
Considering a listed vehicle
Angus Gluskie outlines the difference between listed vehicles and their open-ended counterparts and the benefits they offer investors.
Facebook Twitter Linkedin






This email was sent to newsletter@newslettercollector.com
why did I get this?    unsubscribe from this list    update subscription preferences
Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia