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07 February, 2022 |
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Latest News |
Industry News | The debate between Letters of Advice or Statements of Advice | The advice industry should not waste resources discussing changing the name of Statement of Advice (SOA) documents and instead follow what legislation requires, which is to present the document clearly, concisely, and effectively, says Synchron. |
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Sponsored Content | Why Retirees Need A Certain Confidence | Retirees should be able to sleep easy at night knowing their sharemarket-exposed capital is protected against market falls. Their confidence shouldn’t go up or down on the whims of sharemarkets. |
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Industry News | SMSF Association proposes advice pathway alternative | The SMSF Association said recent bipartisan support for a 10-year adviser experience pathway did not meet the “original policy intent of enhancing professional standards” and offered an alternative approach. |
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Money Management Research | Which funds are exposed to the Meta tumble? | The $14.2 billion Magellan Global fund is among more than 40 funds exposed to Meta, which saw its worst one-day loss since listing in 2012 at the end of last week when it lost $332 billion. |
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Money Management Original | 2021’s tailwinds now becoming headwinds | While inflation is the issue of the day, driven by supply chain issues and increased demand, Randal Jenneke from T. Rowe Price says the real concern is slowing earnings and GDP growth over this year. |
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Money Management Original | Court approves HUB24 acquisition of Class | The Supreme Court of New South Wales has approved HUB24’s acquisition of Class and its decision will be forwarded to the Australian Securities and Investments Commission before it becomes legally effective. |
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Industry News | Janus Henderson sells quantitative equities arm | Investors have withdrawn US$5.2 billion from Janus Henderson’s quantitative equities arm in the past quarter, prompting the firm to announce it will sell the division after it suffered underperformance. |
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Editorial |
Money Management Original | A great year ahead | After a hectic few years, advisers will finally have the chance this year to look inward at how they can improve their businesses. |
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InFocus |
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