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25 November, 2020 |
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Latest News |
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Sponsored Content | A green recovery: the post-pandemic opportunity | AXA Investment Managers’ Michelle Lacey discusses the ‘green lining’ of COVID-19 and why the growth in responsible investing creates a post-pandemic opportunity for advisers and investors. |
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Money Management Original | Advice firms need digital tools that gain trust | A panel has agreed that a hybrid advice model is needed to close the advice gap but the digital side needs to be trusted by the consumer and holding them account to what has been advised could be a solution. |
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Industry News | Access to advice a boost to the economy | Greater access to advice could deliver half a trillion dollars to the Australian economy, while reducing Age Pension spend and increasing incomes, according to research from CPA Australia and CoreData. |
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Industry News | SMSFs attractive not only due to costs | Individuals who have decided to set up their own self-managed super funds are motivated by far more than costs or investment returns, with a desire for control over their own personal retirement income goals playing an important role in the process. |
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Industry News | Advisers exceed expectation of 95% of clients | The barriers to seeking advice are perceived rather than actual and are not reflected in the real-life experiences of individuals who receive advice, according to an IOOF survey. |
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Money Management Original | Expect end of US dominance in equity returns | Over the next decade there will a depreciation of the US dollar and this will give more support to Asian asset returns over time, according to J.P. Morgan Asset Management. |
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Money Management Original | Biden election win should trigger infrastructure spend | The incoming Biden administration is expected to be a boost to infrastructure spending, according to 4D Infrastructure, as both parties in the US agree current infrastructure needs an overhaul. |
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Features |
Money Management Original | 2020 – a year of incidents and challenges | Amid the challenges of the COVID-19 pandemic, Australian financial advisers were also witness to significant changes, writes Mike Taylor, not least with respect to AMP and IOOF. |
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Money Management Original | A community of commitment, trust and companionship | As a part of its wealth management series, Money Management speaks to financial planning groups for their views on the industry. This month, Money Management spoke to Futuro Financial Services’ executive chair, Dennis Bashford, and managing director, Paul Kelly. |
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