MM Newsletter
  14 January, 2021
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Money Management Original
Judge admonishes AFCA for prompting filing of complaints
A NSW Supreme Court Judge has admonished the Australian Financial Complaints Authority for stepping beyond what is appropriate by “joining the fray” to prompt the filing of complaints against a financial services company.
Money Management Original
Govt warned super performance tests will skew investments
Superannuation funds have warned the Government that its proposed new performance test regime risks rewarding short-termism and denying members the benefits of medium to long-term investment strategies.
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Don't fight the fed
How should investors respond to a new low yield problem and what to consider when designing your asset allocation for a post-Covid world.
Industry News
Licensee services for advisers lacking
Advisers needs are not being met given the mass exodus of institutional licensees but advisers are not looking for solutions that re-create what once was but better solutions that will in turn create better client experiences.
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Money Management Research
The two ETFs generating over 50% returns
Indices that targeted thematics which were barely affected by the COVID-19 pandemic were most able to continue to flourish during 2020.
Industry News
Super opt out plan a 'tax grab': ISA
Industry Super Australia said the proposed Government policy to opt out of the superannuation guarantee increase will further disadvantage retirement savings for Australians.
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Industry News
Asia Pacific non-listed real estate to attract more instos in 2021
International institutional investors have confirmed their growing appetite for non-listed real estate assets across the Asia Pacific region.
Industry News
Cromwell Property Trust 12 extended for five years
The extension was voted on by unitholders after the trust reached the end of its initial seven-year term last year.
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Industry News
Munro sticks with digitalisation theme for 2021
There is a “long growth runway” for companies in the digitalisation space, believes Munro Partners, as consumers carry forward their habits of 2020 into the new year.
Industry News
BNP Paribas Securities Services expands initial margin services
The expansion will help financial institutions in Asia Pacific to manage initial margin requirements that are gradually coming into force.
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Industry News
MLC Life appoints chief life insurance officer
Michael Rogers will replace the outgoing Sean McCormack, commencing later in the month.
Industry News
Govt intent on undermining financial outcomes: AIST
Forcing workers to use their retirement savings to fund their own pay rise should not be a way to deal with low wage growth, the Australian Institute of Superannuation Trustees believes.
Industry News
Nanuk appoints PM
Peter Wilmshurst has been appointed as a portfolio manager by sustainable investment firm Nanuk Asset Management, after 20 years at Templeton Global Equity Group.
TOP Financial Planning Groups
Money Management Research
The end of an era
Money Management’s 2020 TOP Financial Planning Groups research has confirmed the number of planners working at the biggest groups has dwindled to its lowest levels in years, underscoring the end of the banks’ dominance in wealth management, writes Oksana Patron.
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Industry News
The law of 'quant' amid a global pandemic
With investors forced to navigate unpredictable stockmarkets, and with a global recession looming, it is an environment where the investing methodology that is quantitative investing comes into its own, writes Max Cappetta.
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