MM Newsletter
  21 January, 2022
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Latest News
Money Management Original
Licensees lag with reporting adviser numbers
While adviser numbers continued to decrease this week, it was at a slower pace than anticipated as many licensees are yet to report their data to the corporate regulator.
Money Management Original
Education pathways ‘common sense’: SAFAA
The financial advice industry needs to keep experienced advisers to mentor the next generation, especially when there is a market crash, and to curb clients being orphaned due to a further mass exodus, an association believes.
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Disruptions Redefine Risk and Opportunity in 2022
We examine 3 major themes in our Global Outlook: the role of innovation & technology in equity markets, the duality of real estate markets in the US and China, and the global search for yield. Read More.
Money Management Original
The non-existent ‘nirvana’ of a total practice solution
In the move by firms to delegate away low-value tasks, technology is improving but still struggles to keep pace with all the various parts of financial advice.
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Money Management Original
Central bank activity holding back credit markets
Global asset management firm, Robeco, have taken a cautious stance toward credit markets, citing central bank hesitation and distortion in risk premia as principal concerns.
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Helping Advisers Promote your Managed Accounts
How can managed account providers make their products more compelling to advisers to leverage the continued growth and adoption of these investment solutions?
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Industry News
SMSF returns unaffected by Dixon Advisory administration
E&P Financial Group has confirmed that the accounting of returns for self-managed super funds will be unaffected by the voluntary administration of Dixon Advisory.
Industry News
10 consecutive years of positive growth super returns
Growth superannuation funds finished 2021 with a median return of 13.4% with Hostplus Balanced topping the charts at 19.1%, according to Chant West.
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Industry News
AMP Capital appoints PrivateMarketsCo CFO
AMP Capital has announced the appointment of Nadine Lennie as chief financial officer for PrivateMarketsCo, commencing April 2022.
Industry News
ASIC seeks feedback on ETP naming conventions
The Australian Securities and Investments Commission (ASIC) is consulting with interested parties on updating guidance for the naming conventions of exchange traded products in response to several years of industry feedback.
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Industry News
Munro climate change fund launches on ASX
Munro Partners and GSFM have partnered to launch the Munro Climate Change Leaders Fund to give investors access to the global long-only portfolio of companies focused on decarbonisation.
Outsider
Money Management Original
Putting family first
Being close to retirement, Outsider and Mrs O have been keeping their eyes on decumulation products and window shopping their options.
Money Management Original
A memorable appearance
Appearing before the Senate economics committee via video link with all the associated technical difficulties and political grilling must be a nerve-wracking experience, Outsider can imagine, but it surely can’t be helpful or reassuring for you if the committee cannot remember your name.
Money Management Original
Free lunch, eye contact not included
Outsider is delighted to tell our faithful Money Management readers that he has finally scored his first free lunch since the 107-day Sydney lockdown.
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