MM Newsletter
  30 September, 2021
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Money Management Original
Video and recordings to be future of advice
Servicing 200 to 300 clients will be the future for financial advice as long as the technology stack is up to scratch, according to an adviser.
Money Management Original
Still issues with single disciplinary body legislation
The draft legislation for the Better Advice Bill has outlined the Financial Services and Credit Panel will convene on serious matters, but the Association of Financial Advisers say the legislation still needs work.
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FE fundinfo to make DDO Data and TMDs available to Advisers
Advisers will soon be able to incorporate DDO data and TMD documents in their portfolio construction and client reporting as FE fundinfo announces that they will be integrating DDO data and TMD documents into their suite of products, including the flagship research tool FE Analytics.
Money Management Original
Will ‘dobbing in’ put licensees at risk?
The law should protect licensees reporting other licensees under the new breach reporting regime given it will not be anonymous, according to Holley Nethercote.
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Money Management Original
Crystal launches ESG portfolios following client demand
Increased interest in environmental, social and governance has been the biggest change noticed in clients by Crystal Wealth Partners over the last five years.
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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
ASIC focused on MA conflicts
The corporate regulator is expected to look closely at conflicts of interests for in-house managed account fees but conflicts of interest are easy to avoid, according to The Fold Legal.
Industry News
Balancing fixed income critical for portfolios
After the March quarter bond sell-off, corporate credit is a good place to strike the right balance between identifying the opportunities of the post-COVID recovery and insulating portfolios from a pick-up in inflation, according to Brandywine Global.
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Industry News
Advisers to pay more for FASEA exam under ASIC
Financial advisers who sit the Financial Adviser Standards and Ethics Authority exam when the corporate regulator administers the exam will pay over $350 more than now.
Industry News
SPDR ETFs head appointed
State Street Global Advisors has made four senior appointments including Kathleen Gallagher as head of SPDR exchange traded funds business in Australia.
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Industry News
MLC launches new income protection products
The life insurer has launched two income protection products that allow most customers to have the maximum sum insured allowable with premium stability and product sustainability.
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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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