MM Newsletter
  08 November, 2021
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Latest News
Money Management Original
Standard 3 amendment likely to be only change by FASEA
Given the education authority will transfer to Treasury in 2022, amendments to its code of ethics will likely be limited to Standard 3 given it has not indicated consultation on other standards despite the industry wanting other changes.
Money Management Original
Advice industry associations reply to calls for suicide research
Advice industry associations have replied to an expert’s calls for research into whether regulatory change in the advice industry has influenced suicide rates.
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Persistent, the New Transitory
Franklin Templeton's Fixed Income team remains constructive on the fundamental backdrop, but notes rich valuations are increasingly a concern. Here’s a look at potential opportunities across the fixed income universe.
Money Management Original
Do women feel they belong in the industry?
With women only making up a fifth of adviser roles, the industry needs to help make it appeal to women by making it safe and inclusive, according to a panel.
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Industry News
Specialist advisers critical in preventing scams
Self-managed super fund specialist advisers may play a critical role in assisting investors how to avoid cybercrime and investment scams, according to the SMSF Association.
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How to ensure your business isn’t limited by your platform
Your platform should make your business more efficient, flexible and able to deliver any advice solution that is right for your clients. Find out if your platform ticks all the boxes.
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Industry News
AMP Group entities ratings downgraded
Moody’s has downgraded its ratings to AMP Group Holdings and AMP Group Finance Services due to the smaller capital and earnings base post the demerger of its private markets business.
Industry News
Central bank decision prompts exit from bonds
Allocators rotated out of fixed income and into equity in November in anticipation of changes to monetary policy this month, according to EPFR.
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Industry News
ASIC releases ROA guidance and examples
Clarity and certainty has been given around when records of advice can be used instead of a statement of advice.
Industry News
Pendal FUM rises 51% to approach $140b
Funds under management at Pendal have risen to almost $140 billion although sub-advised channels contributed to outflows as clients took profits.
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Industry News
Carlyle Group proposes to acquire Link Group
Investment firm Carlyle Group has offered to buy all Link Group shares at $5.38 per share in a conditional proposal.
Editorial
Money Management Original
Associations should look to merge as adviser exodus continues
Financial services associations will all have a new look in 2022 but is there a need for so many different ones?
InFocus
Money Management Original
InFocus: Keeping up with the regulator’s changing expectations
Superannuation funds need to keep up with changing community expectations that can lead to regulatory changes with the latest one regarding marketing and sponsorship expenditure, Jassmyn Goh writes.
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