MM Newsletter
  09 April, 2020
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Latest News
 
ASIC confirms licensees have been notifying adviser code breaches
With or without code monitoring bodies or a single disciplinary body, some licensees have been breach-reporting to ASIC on adviser code breaches. For more.
 
Consumer groups unite to warn against super early release
A coalition of consumer groups have warned that accessing early release superannuation should be a last resort, suggesting that they talk to a financial counsellor rather than a financial adviser. For more.
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The right assets at the right time
Static portfolios can leave investors vulnerable in times of stress, so investors need to evaluate how their level of diversification that will offset their portfolio in terms of drawdown protection. For more.
 
Fiducian hires three planners
The firm will also add three more franchise locations as its services are in high demand from investors trying to navigate the COVID-19 pandemic. For more.
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Global dividends under pressure but companies remain resilient
Consensus earnings and dividend expectations globally remain too high and will be subject to significant downgrades in coming weeks, according to Janus Henderson. For more.
 
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Growth in ESG investing, an opportunity for advisers
With interest in ethical investing growing fast, advisers who are educated on the options available for ethical investing will be in a strong position to cater to this growing market of investors. For more.
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‘Bailouts are not for shareholders’: Munro
Bailouts are there to save jobs and businesses and the COVID-19 pandemic is a health and solvency crisis and shareholders have to pay their bit, Munro Partners believes. For more.
 
North American advisers see increased demand
Adviser communication increased 47% from February to March, according to a North American adviser marketing and research firm. For more.
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Time to buy
As valuations have collapsed in just four weeks, Robeco has told its clients with a strategic horizon that it’s time to buy and adopt a contrarian stance. For more.
 
COVID-19 bigger shock than WWII to Aussie economy and workforce
Around 3.92 million Australians are either unemployed or under-employed as social distancing restrictions have largely shut-down customer-focused industries, according to Roy Morgan. For more.
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Lockdown rules hit retail share prices
The lockdown rules are causing a ‘dramatic reduction’ in retail traffic with major retailers reporting declining share prices. For more.
 
Centrepoint trims executive ranks
Two Centrepoint Alliance executives have been announced as leaving the publicly-listed dealer group. For more.
Fact Check
 
Fact Check: BetaShares Australian Equities Bear Hedge
Laura Dew writes the BetaShares Australian Equities Bear Hedge fund is one of the few Australian equity funds outperforming the market in these turbulent times. For more.
Financial Planning Group Overview
 
The importance of being ‘on the front foot’
As a part of its new series, Money Management speaks to financial planning groups and asks them to share their views on the industry in a new environment. This month, MM interviewed Keith Cullen, managing director of Wealth Today. For more.
Toolbox
 
Maximising cashflow for aged care clients
A key concern with the move to an aged care home is having enough money to fund costs, writes Minh Ly, but strategies can be used to help clients maximise their cashflow. For more.
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