MM Newsletter
  05 February, 2021
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Latest News
Money Management Original
GWM and IOOF keep losing advisers
GWM Adviser Services topped the list in terms of the biggest net losses for adviser roles this week after another 12 were slashed, according to data from HFS Consulting.
Money Management Original
Is ASIC levying IFAs to pay for the past advice sins of the big banks?
The Association of Financial Advisers has directly questioned whether small advice firms are paying more in ASIC levies to pay for the advice misdeeds of banks and other institutions who have left the sector.
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Money Management Original
Give advisers as much freedom as lawyers on insurance claims
Financial advisers should be granted as much leeway as lawyers in providing assistance with insurance claims, according to the Association of Financial Advisers.
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Industry News
Climate-related risk a key director responsibility: ASIC
The Australian Securities and Investments Commission has outlined that managing climate-related risk is a key director responsibility and has identified firms which are ‘laggards’ on this issue.
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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
JP Morgan launches global sustainable fund
The Global Macro Sustainable fund has been launched in Australia, run by the same investment team as the Global Macro Opportunities fund.
Industry News
Mercer appoints head of super
Tim Barber has been appointed as head of Mercer Super and will lead the Mercer Super Trust, when his position commences in May.
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Industry News
BT appoints head of platforms
Kieran Varcoe has taken the role, commencing in mid-February.
Financial Planning Group Profile
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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Money Management Original
CGT relief options for small businesses
John Ciacciarelli explores the tax implications of running a small business and the relief measures available to help business owners with the costs.
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Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia