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14 January, 2021 |
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Latest News |
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. |
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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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Sponsored Content | 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. |
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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. |
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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 | 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. |
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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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Toolbox |
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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