MM Newsletter
  22 July, 2021
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Money Management Original
Financial planning needs a defined career path
Financial planning students are frustrated the industry does not have graduate or internship programs to pave careers in advice.
Money Management Original
Pahari accuser let down by female colleagues
Despite the credible complaint against him, the former AMP employee who accused Boe Pahari of sexual harassment says female employers at the firm expected her to return to working for him.
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Reimagining buildings on the journey to net zero
Approximately one third of all global carbon emissions come from the real estate sector. First Sentier Investors Head of Global Property Securities, Stephen Hayes, highlights the opportunity set for investors in the coming decade.
Industry News
Advisers shunning reverse mortgages
Analysis of around 5,000 statements of advice found not one adviser mentioned home equity release or reverse mortgage strategies.
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Industry News
H1 sees $2.9b raised in IPOs
The volume of IPOs increased by more than five times in the first half of 2021, evidence that the market sentiment is rebounding, with a further 42 planned for the rest of the year.
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Enhance the return profile of defensive portfolios
Hear from Tim Dowling as he discusses the income and growth challenges faced by retirees and how a new defensive alternative can help achieve better outcomes for your clients.
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Industry News
RAM joins RIAA
Real Asset Management has announced it has joined the Responsible Investment Association Australasia.
Industry News
Nuveen launches ESG impact bond fund
The Global Core Impact Bond strategy will offer an actively managed, multi-currency global bond portfolio that invests across global fixed income markets.
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Industry News
ASIC cancels AFS licence for GC-based group
The corporate regulator has cancelled the Australian financial services license for Gold Coast-based Trade Wind Financial Services and banned its former adviser, Adam Bevan, for five years.
Industry News
Anti-hawking regime consultation opens
The corporate regulator is seeking consultation on the anti-hawking of financial products regime that commences in October.
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Industry News
Clime reports 'material increase' in profit
The improved result means it will see an increased fully franked dividend, with funds under management and advice rising to $5.1 billion.
Industry News
MSC Group makes three senior hires
Trustee firm has made three appointments to its senior management team as it looks to grow in Australia.
Industry News
H.R.L. Morrison and Co CEO steps down
Alternative asset management specialist, H.R.L. Morrison and Co has announced that Marko Bogoievski will step down as chief executive at the end of the year and will be replaced by Paul Newfield, current head of Australia and New Zealand.
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Money Management Original
Using property in an SMSF
Property development might be an attractive option for self-managed super funds but it can lead to a compliance minefield if done incorrectly, Andrew Yee writes.
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