MM Newsletter
  18 January, 2022
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Latest News
Money Management Original
FASEA had knowledge of mental health issues
The now-defunct education authority said it had “no power” to exempt an adviser from sitting the exam but had referred any adviser it knew to be experiencing mental health issues to their licensee or industry association for support.
Industry News
PI and EDR membership should be kept until AFSL cancelled
Chartered Accountants Australia and New Zealand has provided advice to members wishing to cancel their Australian financial service licence following rising costs of running AFSLs and more advisers exiting the industry.
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Disruptions Redefine Risk and Opportunity in 2022
We examine 3 major themes in our Global Outlook: the role of innovation & technology in equity markets, the duality of real estate markets in the US and China, and the global search for yield.
Industry News
Praemium posts 87% growth in annual inflows
The firm has reported $4.9 billion in annual inflows in calendar year 2021, 87% higher than the previous year.
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Industry News
Where to allocate for equity performance: Natixis IM
There is a preference for cyclical equities in areas such as green infrastructure while small-caps remain an attractive asset class after strong performance in 2021.
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Helping Advisers Promote your Managed Accounts
How can managed account providers make their products more compelling to advisers to leverage the continued growth and adoption of these investment solutions?
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Industry News
Don’t overlook financial security: AIST
Women’s financial security should not be overlooked by the Government when it comes to ending violence against women, according to the Australian Institute of Superannuation Trustees.
Industry News
CFSIL appoints John Brogden as director
Former Financial Services Council chief executive, John Brogden, has been appointed as a director of Colonial First State Investments and Avanteos Investment Limited.
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Industry News
Firetrail appoints Fidelity’s Doyle for global fund
Boutique firm Firetrail Investments has poached Fidelity’s Anthony Doyle to work as head of investment strategy on its global opportunities fund.
Industry News
Link AM appoints COO
Greg Chubb, Charter Hall Group retail chief executive, has been appointed to Link Asset Management’s chief operating officer – international, starting April 2022.
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Industry News
Barclays appoints Investment Banking Australia MDs
Barclays has appointed Duncan Beattie and Duncan Connellan as managing directors of investment banking in Australia.
Industry News
ASIC cautions against mixing crypto with SMSFs
The corporate regulator has noticed an increase in marketing recommending Australians to switch to self-managed superannuation funds that invest in crypto, and has warned against some of the trappings.
Industry News
Pendal chair departs from board
James Evans is to retire as chair of Pendal after nine years and will be replaced by Deborah Page.
Expert Analysis
Money Management Original
Assessing climate risks for emerging markets
In light of the recent COP26, Patrick Russel examines the sensitivities of climate change, in terms of risks and opportunities for the emerging market equity asset class.
Money Management Original
Advisers key to income protection changes
Advisers play a critical role in supporting the transition to sustainable insurance products, writes Aaron Newman, but the industry needs to support advisers with this transition.
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