MM Newsletter
  15 September, 2021
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Latest News
Money Management Original
DDO changes to remove nil complaint requirement
The Government is seeking to make amendments to the design and distribution obligation regime including removing the requirement for advisers and licensees to report whether they have received nil complaints or nil information.
Money Management Original
Acquirers on lookout for financial advice businesses
It is “not a bad time” to sell a financial advice business as there are potential acquirers on the lookout for opportunities, according to HLB Mann Judd.
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An alternative source of income
Times are tough for investors looking to add value through a defensive portfolio. Find out where commercial Real Estate (CRE) debt fits in a defensive portfolio with an income focus.
Money Management Original
Managed account FUM could double in three years
Having just surpassed $100 billion in funds under management, the industry could hit the $200 billion milestone in three years, according to IMAP.
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Money Management Original
Sharp increase in ESG integration expected
Investors are changing focus from relying on negative screening to wider environmental, social, and governance integration into their investment process and risk management decisions, according to a BNP Paribas survey.
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Where leading investors find value in emerging markets
While valuations are stretched in the developing world, emerging markets equities remain relatively attractive. Realindex Investments Senior Quantitative Portfolio Manager Dr Joanna Nash looks at how investors can gain a top down exposure to the growth opportunity, without falling into the trap of becoming overweight to index-dominant China.
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Industry News
Retirement Income Covenant a competitive advantage for trustees
Treasury's Retirement Income Covenant allows trustees to address member acquisition and retention challenges, following the introduction of ‘stapling’ as part of the Your Future, Your Super reform.
Industry News
CFS reduces insurance premiums
Colonial First State will reduce insurance premiums on its FirstChoice Employer Super, Essential Super, FirstChoice Personal and FirstChoice Wholesale Personal products during the first quarter of 2022.
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Industry News
Swell launches retail trust, appoints CEO
Swell Asset Management has launched a retail trust that was previously only opened to wholesale investors after increasing demand from retail investors for an active strategy and has appointed Stephen Poole as chief executive.
Expert Analysis
Money Management Original
Modern mutuality: realising lifetime value for super members
The principles of mutual companies are still evident in our superannuation system, writes Andrew Howard, but more can be done to improve life insurance within super.
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Money Management Original
The tapering headache
With inflation rising, global central banks are being forced to rethink their monetary policy actions and are likely to begin tapering soon, writes Kerry Craig.
Money Management Original
Do annual goals-based reviews need a facelift?
In order to provide an efficient and valuable progress meeting for clients, Johann Maree finds the best way to ensure they are working towards their goals.
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