MM Newsletter
  25 November, 2020
Ad
Latest News
Money Management Original
Are asset consultants caught in the same ‘independent’ trap as financial advisers?
Questions are being asked about whether the Australian Securities and Investments Commission has been wrong to treat asset consultants differently to financial advisers in using the term “independent”.
Money Management Original
IOOF encounters attrition amongst Godfrey Pembroke advisers
A majority of Godfrey Pembroke advisers have signalled they will be signing up to a new Godfrey Pembroke-branded license under IOOF but around 25% appear to have made alternative arrangements.
Ad
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.
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.
Ad
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.
Sponsored Content
The global pandemic: The sustainable investing experience
The COVID-19 pandemic, market sell-down and subsequent recession has witnessed a growing community of investors seeking a better balance of risk.
Ad
Money Management Original
Sharpest market rotation in over a decade: Kardinia Capital
The market movement following the announcement of a successful COVID-19 vaccine trial was “a violent rotation” and will not be a one-day event, according to Kardinia Capital.
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.
Ad
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.
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.
Ad
Industry News
Employers can support financial wellness
Employers are uniquely positioned to help their employees find financial wellness through clearly defined benefits, according to MetLife.
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.
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.
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.
Facebook Twitter Linkedin






This email was sent to newsletter@newslettercollector.com
why did I get this?    unsubscribe from this list    update subscription preferences
Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia