MM Newsletter
  05 October, 2021
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Latest News
Money Management Original
Adviser mental health burden needs to be addressed
Stress and anxiety due to the number of never-ending hurdles placed on advisers along with civil penalties as a punishment for non-compliance is resulting in quality advisers leaving the industry.
Industry News
Advice demand to surge in next two years
Demand for financial advice is expected to surge in the next two years with 2.6 million non-advised Australians intending to seek professional help, according to a survey from the Financial Planning Association.
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An alternative source of income
Times are tough for investors looking to add value through a defensive portfolio. Find out where commercial Real Estate (CRE) debt fits in a defensive portfolio with an income focus.
Industry News
‘Unretirement’ sees retirees rejoin the workforce
There is growing trend for “unretirement” as retirees feel their financial needs necessitate them to return to the workforce, according to AustralianSuper.
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Money Management Original
ASFA targets commitments for net-zero by 2050
The association is seeking feedback on the direction of its climate change strategy with the aim of mitigating climate change risk in portfolios, following the release of a discussion paper.
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The megatrends shaping property investments
Societal megatrends will have big implications for real estate – boosting some sectors and disrupting others. First Sentier Investors Global Head of Property Securities delves into the six trends shaping the next decade.
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Industry News
CFA Societies Australia launches ESG investing certificate
CFA Societies Australia has announced the CFA Institute Certificate which will offer investment professionals the required knowledge and skills to integrate environmental, social and governance factors into their investment processes.
Industry News
Martin Currie hires investment trio
The equity specialist has appointed an investment client portfolio manager and two analysts as it boosts its Australian presence.
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MISSO Wealth Management expands HNW footprint in Australia
MISSO Wealth Management has announced it will join Focus Partner firm Connectus Wealth Advisers, continuing Connectus’ momentum and the expansion of its ultra-high net worth footprint in Australia.
Industry News
October kicks off regulatory reform for advisers
October sees the introduction of further Royal Commission recommendations and design and distribution obligations, heaping further pressure on financial advisers.
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Expert Analysis
Money Management Original
The attraction of investment grade credit
Offering protection against rising interest rates and inflation, collaterized loan obligations are an attractive segment of the fixed income market, writes Teiki Benveniste.
Money Management Original
Financial advice must serve, not sell
Financial advisers want to help their clients’ wellbeing and achieve their dreams but are struggling how to document their achievements, writes Santiago Burridge.
Money Management Original
Benefitting from a new economic cycle
Based on historic trends of financial crises, the small-cap market has further to run and global smaller companies could be set to benefit until 2024, writes Stephen Milch.
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