MM Newsletter
  22 March, 2022
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Latest News
Money Management Original
Managed accounts growth accelerates
More than half of financial advisers are using managed accounts, up from just 16% a decade ago, according to research from Investment Trends and State Street Global Advisors.
Money Management Original
Australia well placed for developed market outperformance
Morgan Stanley believes Australia is well placed to outperform most developed markets and is forecasting Australia’s gross domestic product to grow 4.5% this calendar year.
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Why now is the time to invest in your practice
According to the Future Ready IX report, profitability of the average practice has decreased. For an advice business to thrive, they need to invest in efficiency-creating systems and processes.
Industry News
Retirees concerned about potential inheritance tax
The majority of Australian retirees are concerned about the Federal Government implementing an inheritance tax, according to a survey.
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Money Management Original
Ukraine’s metrics improve since Russia invasion
Financing changes to Ukraine since the start of the war with Russia have meant Ukraine has become a more investable country than previously, according to VanEck.
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Grow your practice with sustainable investing
86% of Australians expect their super or investments to be invested responsibly and ethically, is now the time to look to ESG and sustainable investing to grow your practice?
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Industry News
North expands platform range
North has added 18 investment options to its platform, covering equities, property, bonds and technology.
Industry News
Midwinter and AIA team up
Midwinter Financial Services has announced that its advice software has been selected by AIA Australia for their Financial Wellbeing business.
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Industry News
Nanuk launches active ETMF
Nanuk has launched an exchange traded managed fund that invests in a global equities fund of listed companies exposed to the broad themes of environmental sustainability and resource efficiency.
Industry News
ASIC clamps down on use of finfluencers
The Australian Securities and Investments Commission has warned Australian financial services licensees that they could be liable for misconduct if they work with financial influencers.
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Features
Money Management Original
SMSFs and platforms: friends or foes?
With platform innovations providing new levels of optionality in superannuation, Liam Cormican examines whether they pose a threat to the popularity of self-managed super funds.
Expert Analysis
Money Management Original
Advisers’ changing role in retirement transition
Transitioning from working to retirement is one of the biggest life changes and challenges most people will face, writes Richard Dinham.
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