MM Newsletter
  23 September, 2021
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Money Management Original
IP premiums continue to increase but new products to help
The industry needs to work together to move clients in closed income protection insurance products to more sustainable products and to manage the inforce book, according to a panel.
Money Management Original
How to ‘thrive’ in financial advice
Delegating tasks away and taking a proactive approach to change are among recommendations for advisers to ‘thrive’ in an industry filled with regulation.
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Where leading investors find value in emerging markets
While valuations are stretched in the developing world, emerging markets equities remain relatively attractive. Realindex Investments Senior Quantitative Portfolio Manager Dr Joanna Nash looks at how investors can gain a top down exposure to the growth opportunity, without falling into the trap of becoming overweight to index-dominant China.
Money Management Original
Risk specialists future is positive: Zurich
Despite specialist risk advisers unable to currently grow their businesses, the need for life insurance is emphatic and new advice models will help their future, according to Zurich.
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Money Management Original
YFYS an opportunity to show adviser value
Advisers will have the opportunity to show their value as the performance test will be a catalyst for member engagement.
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Adapt to changing markets while keeping costs low
BlackRock Model Portfolios can help streamline the investment process so you can save time and focus on your clients and their unique financial goals
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Money Management Original
Vanguard accused of being a ‘lazy’ investor
The fund manager dismissed the notion and claims that it does not takes corporate governance seriously despite never proposing a motion or resolution during an annual general meeting of its holdings.
Industry News
ClearView launches life insurance products and platform
ClearView Wealth has announced the launch of a new life insurance product series and an integrated life insurance platform.
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Money Management Original
Equities remain attractive despite volatility
Investors should not be concerned with current market volatility as there are plenty of equities with healthy balance sheets that are expected to prosper in the long-term, according to Fidelity.
Industry News
Market correction of 5% to 10% likely: T. Rowe Price
T. Rowe Price have pointed to the dramatic fall in the iron ore price as an indicator toward a market correction by the end of the year.
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Industry News
ASIC bans former Sydney portfolio manager
The corporate regulator has banned former Sydney-based dealer and portfolio manager at Regal Funds Management, Dylan Rands, for five years on the grounds of market manipulation.
Industry News
ASIC confirms exam pathways for career breaks and secondments
Advisers who have taken a career break or a secondment by the end of 2021 will not be considered a new entrant when they wish to return to their adviser role but will have to pass the exam before being considered a ‘relevant provider’ again.
Money Management Original
Sustainable ETFs not so sustainable
Stock weightings of ‘sustainable’ passive exchange traded funds are overwhelmingly driven by market capitalisation not climate scores, taking capital away from companies with the most potential for positive change, according to research.
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Industry News
Breaking up is hard to do
When it comes to divorce and separation, Alex Koodrin examines why it is important to talk with clients about the implications for life insurance sooner rather than later.
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