MM Newsletter
  21 June, 2022
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Latest News
Money Management Original
How can advisers reduce their PI risk?
Insurance experts have shared how financial advisers can reduce their risk when it comes to obtaining professional indemnity insurance.
Money Management Original
Industry defies ALRC’s retail client definition proposals
Financial services organisations have disagreed with the ALRC’s proposals regarding retail and wholesale clients, arguing the asset and income test exemptions are outdated and require indexation.
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Industry News
Digital advice key to QoA review
The only way to address Australia’s advice gap and meet the challenges raised by the Quality of Advice Review is through greater use of technology in financial advice, according to Ignition.
Money Management Original
Do we need to shake up the construction of portfolios?
Major shifts in the constructions of portfolios should not occur until a more permanent outlook on the global economy is gleaned.
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Industry News
How many advisers passed the May exam?
There is only one sitting left for advisers yet to pass the exam as the Australian Securities and Investments Commission reveals the pass mark for May’s exam.
Industry News
Banned SMSF adviser convicted for breaching ASIC order
Former Queensland financial adviser, Lawrence Toledo, has been convicted and fined $1,500 after pleading guilty to three charges of breaching an Australian Securities and Investment Commission banning order.
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InFocus
Money Management Original
InFocus: A shift away from the coalition
There was a shift away from the Liberal party at this year’s Federal election, writes Laura Dew, as independent candidates emerged victorious and stalwarts such as Josh Frydenberg lost their seat.
Expert Analysis
Money Management Original
More than just sin avoidance
Sustainable investing is about more than just avoiding ‘sin stocks’, writes Damian Cottier, and investors need to examine the alignments of their chosen investments.
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