MM Newsletter
  08 February, 2021
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Latest News
Money Management Original
Are major licensees sitting on fragile balance sheets?
Analysis undertaken by the chief executive of one of Australia’s publicly-listed financial planning licensees is suggesting that a number of financial planning firms are sitting on fragile balance sheets and are either suffering low profitability or actually losing money.
Industry News
Centrepoint announces technology deal with Intelliflo
Centrepoint Alliance has emerged as a financial advice bridgehead for UK advice technology firm, Intelliflo.
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Why choose a profit-for-members super fund?
Explore the benefits of a super fund that puts members first, with dedicated adviser services, lower-cost index retirement products and actively managed investment options.
Money Management Original
APRA's grim assessment of the life insurance industry
The Australian Prudential Regulation Authority has used its 2020 Year in Review to point to the profitability struggles of the life insurance industry.
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Industry News
'Very easy' monetary conditions to stay for three years: Western Asset
Western Asset is optimistic on Australian fixed income, favouring semi-government bonds despite the reduction in the cash rate as it believes “very easy” monetary conditions will be around for three years.
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Does a sustainable approach improve investment outcomes?
The research on ESG and sustainable returns is investing in the approach does not sacrifice returns, or cost the investor more, and may enhance both risk and return. What has been the experience at Ausbil?
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Industry News
Evergreen launches portfolio stress-testing to advisers
The independent consulting firm has launched the new tool to test the risk/reward characteristics of portfolios through its portfolio analytics system GreenVUE.
Industry News
ASIC suspends AFS licence for Qld firm
The Australian Securities and Investments Commission has suspended the Australian financial services licence of Queensland-based financial services provider Investors Exchange Limited for six weeks for failing to comply with financial services laws.
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Industry News
ASIC cancels AFSL and ACL of Mortgage and General Financial Services
Both licences were cancelled because the firm failed to demonstrate it has the competence and resources to provide financial services and credit activities.
Industry News
Nuveen makes seven appointments
It has strengthened its leadership team in the Asia Pacific with changes to the Sydney and Hong Kong offices.
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Editorial
Money Management Original
You want to reduce advice costs? Then reduce regulation
If the Government seriously wants to make financial advice more affordable then it needs to conduct a thorough review to strip out the layers of regulation which have driven up the cost of advice delivery.
InFocus
Money Management Original
InFocus: Is it time to impose external oversight on ASIC?
Mike Taylor writes that in the aftermath of the Thom Review into the Australian Securities and Investments Commission the Government has the opportunity to impose external board oversight on the regulator.
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Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia