MM Newsletter
  14 October, 2021
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Money Management Original
Could advisers move to general advice?
Although there is a stigma around providing general advice, it could be an alternative for advisers who do not want to stay in the current regulatory regime in the industry.
Money Management Original
Harassment affecting over half of female employees
A report into financial services found over half of female employees had experienced or witnessed harassment or sexism in the workplace with 13% responding they had ‘often’ done so.
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An alternative source of income
Times are tough for investors looking to add value through a defensive portfolio. Find out where commercial Real Estate (CRE) debt fits in a defensive portfolio with an income focus.
Money Management Original
Advisers key to retiree happiness and wellbeing
Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study.
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Industry News
Australians saving crypto for house deposit
There is a misguided perception that cryptocurrency is being used for short-term purposes with a quarter of Australians indicating they intend to hold it for over five years and 41% saving it for a house deposit.
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The megatrends shaping property investments
Societal megatrends will have big implications for real estate – boosting some sectors and disrupting others. First Sentier Investors Global Head of Property Securities delves into the six trends shaping the next decade.
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Industry News
FSC white paper sees FPA support
The ‘White Paper on Financial Advice’ has received industry support from the Financial Planning Association of Australia who say it is aligned with the association’s policy platform.
Money Management Original
Should investors remove the divide between value and growth?
Open mindedness should be something all investors strive for and the distinction between value and growth investing should shrink, according to Oaktree Capital Management.
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Money Management Original
Rethinking the stakeholder verses shareholder divide
Investors and businesses should evaluate stakeholder management just like one would evaluate investments in other key elements of business strategy, according to an investment advocacy group.
Industry News
BetaShares to launch crypto-focused equities ETF
The exchange traded fund will give investors who are uncomfortable holding cryptocurrency the opportunity to invest in companies involved in the sector.
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Industry News
MyState appoints new CEO
Brett Morgan will succeed Melos Sulicich as chief executive and managing director, with a fixed remuneration of over $600,000 a year.
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Industry News
Downsizer contribution rules and strategies
John Perri answers common questions on downsizer contribution strategies and explains the key rules and eligibility criteria to utilise the option for clients.
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