MM Newsletter
  22 June, 2021
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Money Management Original
Advisers can continue as business owners without FASEA requirement
There will be opportunities for those advisers who opt out from continuing to provide the advice to stay in the industry by carrying on as business owners, Sequoia Financial Group says.
Money Management Original
Second performance review needed: ASFA
A second stage as part of the super test benchmark is needed to avoid relying on automation which could create issues similar to that of the Robodebt saga, according to the Association of Superannuation Funds of Australia (ASFA).
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Earnings outlook: A growing economy drives multi-year earnings rerates
Faced with the headwinds of pronounced health and economic uncertainty, what does 2021 and 2022 offer on the earnings front? Paul Xiradis, Executive Chairman, Chief Investment Officer and Head of Equities at Ausbil, shares his thoughts.
Money Management Original
Adviser mental health deteriorating since GFC
The high volume of regulation and market downturn has led to a deterioration of financial adviser mental health since the Global Financial Crisis.
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Industry News
Australian Wealth Solutions joins ASVW FS
The move is part of Australian Wealth Solutions strategy to address the needs of more sophisticated clients.
Sponsored Content
The next evolution of defensive portfolios
A simple reallocation can enhance the return profile of defensive portfolios while maintaining a high level of safety and protection. We explore how this can be achieved.
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Money Management Original
Advised female investors outnumbering men
The number of advised female investors is outnumbering their male counterparts, according to findings from a whitepaper.
Money Management Original
Don’t expect value to correspond to interest rates
Value investing is too reliant on other factors and investors shouldn’t make a call based on rate increases or decreases, according to Acadian Asset Management.
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Industry News
Lumiant adds two industry veterans
Ex-Midwinter chief executive, Jeff Hall, will join as a director, while Shadforth founding director, David Haintz, will join as an ambassador.
Industry News
ClearBridge launches unhedged version of infrastructure fund
ClearBridge Investments has launched an unhedged version of its ClearBridge RARE Infrastructure Income fund following client feedback.
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Industry News
4D appoints investment analyst
Gaspard Bidot has been appointed as investment analyst, responsible for stock selection and analysis with a focus on Europe.
Industry News
Coolabah Capital launches fund on Chi-X Australia
The bond strategy was previously only available to superannuation funds.
Industry News
Equip chair calls for more ‘logical mergers’
Equip Super and Catholic Super’s director and chair, Andrew Fairley, will step down at the end of the month and has called on trustees to put members’ interests ahead of their own.
Industry News
Treasurer approves ME Bank acquisition
The Bank of Queensland has received approval for its 100% acquisition of ME Bank, which is expected to be completed this month.
Expert Analysis
Money Management Original
From one-stop shop to family CFO
Advisers should stop trying to ‘do it all’ and know when to outsource to other professionals, writes Scott Fitzpatrick, allowing them to focus on the advice.
Money Management Original
Pricing ESG risk in credit markets
Mitch Reznick and Michael Viehs explain the role that environmental, social and governance practices play in affecting fixed income spreads.
Money Management Original
Integrating ESG into portfolios
Advisers can play a fundamental role in navigating how clients pursue their goals to incorporate ESG components into their investment portfolios, Brie Williams writes.
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