MM Newsletter
  14 December, 2021
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Latest News
Money Management Original
Planning firms will need to pay top dollar for planners
Planning practices need to focus on revenue growth in order to sustain financial planner roles and some are paying over 30% what they usually paid a planner.
Money Management Original
Can social media positively impact advice?
Despite the level of misinformation on social media, it can still be a reliable gateway for people to get involved with professional, regulated advice.
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A new era of demand: how batteries are creating investment opportunities
The not-so-humble battery sits at the heart of a global shift to net zero emissions. So, what are the investment opportunities that will power it?
Money Management Original
More digitally focused advice models to roll out
The regulation placed on the industry over the past few years has distracted away from innovation and the advisers entering the industry are looking to work in a digital world, according to Saxo Markets.
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Money Management Original
DLT and CDR shifting investment data ownership
The combination of the consumer data right legislation and distributed ledger technology will give consumers the ability to control their wealth management data, taking power away from product providers.
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Unmet advice needs present opportunity for advisers
The latest research shows that HNW investors have an array of unmet advice needs and are prepared to pay to plug those gaps, presenting a significant opportunity for advisers.
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Money Management Original
PM Capital fails to secure PAF trust
The acquisition of PM Capital Asian Opportunities trust by PM Capital Global Opportunities has not been carried after failing to secure the necessary majority.
Money Management Original
Exam candidates have until end of year to come off FAR
Those who have not passed the adviser exam and are ineligible for the extension have until the end of the year to come off the Financial Adviser Register to avoid being classed as a new entrant from next year.
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Industry News
The biggest risk for 2022: Janus Henderson
Markets are underestimating the potential threat of an abrupt repricing of interest rates, according to Janus Henderson.
Industry News
PIMCO to launch fixed income LIT
The global asset manager is looking to launch its first Australian listed investment trust in March 2022.
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Industry News
ASIC seeks to restrain Tyson Scholz from promoting financial services
Tyson Scholz is suspected in carrying on a financial services business and promoting courses and seminars on Twitter and Instagram without a licence.
Expert Analysis
Money Management Original
Assessing climate risks for emerging markets
In light of the recent COP26, Patrick Russel examines the sensitivities of climate change, in terms of risks and opportunities for the emerging market equity asset class.
Money Management Original
Advisers key to income protection changes
Advisers play a critical role in supporting the transition to sustainable insurance products, writes Aaron Newman, but the industry needs to support advisers with this transition.
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