MM Newsletter
  19 March, 2020
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Latest News
 
FASEA cancels face-to-face April exam sittings
Registered candidates have the option to sit the exam online or to defer the exam for a later sitting as the authority recognises the challenges presented by COVID-19. For more.
 
FASEA embraced remote meeting ahead of exam decision
The Financial Adviser Standards and Ethics Authority had opted for a remote approach for the next meeting of its so-called ‘Contributors Forum’ well ahead of its announcement to cancel the April face to face adviser exam. For more.
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How to develop an aged care offer for your practice
Discover how you can develop advice services that meet the unique needs of each client and complement what your practice currently offers. For more.
 
Familiar faces lead way for global equities
Eight new global equity funds received five Crowns in the latest rebalance, but old faces still lead when it comes to returns. For more.
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JPMAM prepares to further de-risk its bond funds
J.P. Morgan Asset Management is concentrating its bond portfolio primarily in government bonds and is willing to further de-risk if there was a rebound in risk assets. For more.
 
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Coronavirus update: don’t stare into the abyss
Indiscriminate selling driven by virus fears may be a prime opportunity to take advantage of price dislocations. For more.
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Three scenarios for oil
With a recent change in policy in Saudi Arabia, there will be a growing weakness for many nations that are heavily reliant on oil, with the possibility of unrest, according to Janus Henderson. For more.
 
Afterpay shares plummet after US regulator fine
Shares in financial technology company Afterpay have fallen 31% in one day after it was forced to pay a fine to refund US customers who paid late fees. For more.
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La Trobe offers support for COVID-19 affected businesses
La Trobe Financial has announced measures to help those businesses affected by COVID-19. For more.
 
Societe Generale charged by ASIC
They have been charged with breaching client money obligations from between December, 2014, and September, 2018. For more.
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Expert Analysis
 
Successful retirement, is it about more than money?
Much focus is given to accruing enough income for retirement but, writes Michelle Dowling, there is a need to consider clients’ mental health and wellbeing as they move away from a working environment. For more.
 
Investment ideas for a new decade
As we commence the 2020s, investors need to adjust to a lower yield landscape and understand which investments can help to deliver them positive returns, writes Yoram Lustig. For more.
Crown Ratings
 
Funds reporting drastic moves
There have been nine funds in the latest FE fundinfo Crown Ratings rebalance which have seen a significant five-ranking move from their previous position last September. For more.
Toolbox
 
New beginnings for the Newstart Allowance
IOOF TechConnect’s Mark Gleeson explains the changes that advisers need to be aware of for their clients ahead of the move from Newstart to JobSeeker Payment this month. For more.
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FE Money Management Pty Ltd · Level 10 · 4 Martin Place · Sydney, NSW 2000 · Australia