MM Newsletter
  01 September, 2021
Ad
Latest News
Money Management Original
Episodic advice can’t be ‘cut down’ version of advice
A “cut down” version of advice will cost as much as holistic advice and the industry needs services for those who cannot afford advice that do not involve personal circumstances or product recommendations, according to IOOF.
Money Management Original
YFYS test will lead to ‘herd mentality’
Trustees will be too focused on outperforming the measure rather focusing on member outcomes, according to an industry fund.
Ad
Sponsored Content
Where leading investors find value in emerging markets
While valuations are stretched in the developing world, emerging markets equities remain relatively attractive. Realindex Investments Senior Quantitative Portfolio Manager Dr Joanna Nash looks at how investors can gain a top down exposure to the growth opportunity, without falling into the trap of becoming overweight to index-dominant China.
Industry News
WTL Financial Group posts $3.28m loss
The accounting for one-off write-downs and provisions of $2.89 million have contributed to a net profit after tax loss of $3.28 million.
Ad
Industry News
CountPlus invests in Victorian accounting firm
CountPlus has announced an acquisition of 49% shareholding accounting firm Southern Cross Business Advisers for $2.79 million, under the ‘owner, driver – partner’ model.
Sponsored Content
The alphabet soup of income possibilities
Income opportunities can still be found despite uncertainties on rates and market sentiment. Tap into securitised credit to broaden income possibilities
Ad
Industry News
July FASEA exam problem areas highlighted
Knowledge of when to provide retail clients key documents, identifying breaches, and the code of ethics are key problem areas in what was the worst collective result out of the 13 adviser exam sittings.
Money Management Original
Super funds explore cash alternatives as low yields persist
The low returns offered by cash and fixed income presents a headache for conservative superannuation funds but there is still a place for it in portfolios.
Ad
Money Management Original
Consumers warned on ‘transitory’ inflation
Consumers are mistakenly believing the central banks and governments will be able to control “transitory” inflation, according to a panel of fixed income experts.
Industry News
Calls for YFYS test to be extended to all funds
The release of today’s Your Future, Your Super performance test results are an “important first step” but many superannuation funds holding millions in assets are still exempt from the test.
Ad
Industry News
Gender super gap to span decades
Women retire with a quarter less super than men as Australia’s gender pay gap has been growing in the last six months.
Industry News
Only 60% pass July FASEA exam
This is the lowest pass rate, beating the previous record of 67%, with only two exam sittings remaining this year.
Industry News
13 MySuper products fail YFYS performance test
The prudential regulator has released its performance test results but an industry association has urged consumers to treat the results with “extreme caution”.
Features
Money Management Original
Not another commission
The Royal Commission into Aged Care was not directed at advisers but, Chris Dastoor writes, the outcomes have implicated how clients perceive the industry.
Money Management Original
Is there still a place for LICs?
Last year’s volatility has prompted several listed investment vehicles to move away from the structure but firms operating them say there are still benefits, writes Laura Dew.
Facebook Twitter Linkedin
About this email
Copyright © 2021 Money Management, All rights reserved.
You are receiving this email because you have opted in to Money Management newsletters.
Our mailing address is:
Money Management
Level 10, 4 Martin Place
Sydney, NSW 2000
Australia

Add us to your address book
Want to change how you receive these emails?
If you would like to stop receiving Money Management Events or Third Party emails, unsubscribe here.
If you would like stop receiving all communications from Money Management, including our daily newsletter that keeps
you updated with the latest news, unsubscribe here.