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| 07 July, 2022 |
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| Latest News |
| Money Management Original | | Digital advice can lift compliance standards | | Fintech providers have responded to advisers’ comments about their viability as a means to lower the cost of advice, highlighting it can bring down costs without reducing quality and is able to comply with regulatory guidance. |
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| Money Management Original | | Recognising the value of coaching as ‘pre-advice’ | | The Quality of Advice Review should distinguish between certified money coaches and those individuals who describe themselves as ‘wealth coaches’ as the roles are misunderstood. |
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| Industry News | | Breaking down EOFY asset class returns | | With rising interest rates, inflation and recession fears hitting investment markets, AMP Capital’s chief economist, Shane Oliver, has broken down how asset classes have performed in the past financial year. |
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| Industry News | | AFCA names lead ombudsman | | The Australian Financial Complaints Authority has made two changes to leadership of its investment and advice and banking and finance departments. |
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| Industry News | | ESG interest broadens across wider demographic | | Over two-thirds of advisers believe it is their responsibility to align clients’ investments with their value as the interest in environmental, social and governance investing broadens from purely the younger generation. |
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| Expert Analysis |
| Money Management Original | | Being wary on high yield and private debt | | Paul Strano writes how the global rising rate environment will affect yields offered by Australian fixed income assets and which areas investors could consider. |
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| Toolbox |
| Money Management Original | | Grandfathered or Deemed? | | Anna Mirzoyan examines how grandfathering affects income support payments and how factors such as paying for aged care can impact them. |
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