MM Newsletter
  03 November, 2021
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Money Management Original
Financial planning firms will struggle without tech investment
Technology investments can help avoid planners being overwhelmed and burdened with inefficiency, according to Findex.
Industry News
Honesty and integrity key advice considerations
Loyalty from advised clients has increased in 2021 with 75% intending to continue their existing adviser relationship, up from 62%, according to Investment Trends.
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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
Cash doubles in expectation of market volatility
Schroders manager, Mihkel Kase, has doubled the cash weighting to 20% on its Absolute Return Income fund in expectation of credit market volatility.
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Money Management Original
Sustainable developments required for future proofing
As the economy transitions to low carbon, there are serious headwinds for certain companies not prepared for that transition, according to Stewart Investors.
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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.
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Industry News
Applications open for FPA mentoring program
Invitations are open for the Financial Planning Association of Australia’s Women in Financial Planning Mentoring Program.
Industry News
Carbon reduction targets ‘taking the easy route’
Companies and funds should “make a difference, not a statement” when it comes to acting on climate change, according to Ninety One, and reward those companies which are actively making changes.
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Industry News
Financial adviser registration to occur in two stages
The registration of financial advisers under the Better Advice Act will occur in two stages with the second commencing once the register transitions to the Australian Taxation Office.
Industry News
Centrepoint completes ClearView acquisition
The combined group has over 1,300 licenced and self-licensed advisers and ClearView will have 25% voting power.
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Industry News
Praemium not prepared to recommend Netwealth merger
While acknowledging the strategic benefits of a $785 million merger with Netwealth, Praemium believes the current proposal undervalues its business and is not in the best interest of shareholders.
Features
Money Management Original
Robo 2.0: Threat or opportunity?
Advisers would be wise to understand online investing services given they are democratising investment and removing barriers to entry, Laura Dew finds.
Money Management Original
Serving the pie
The Government has long advocated for ‘growing the pie’ but, Chris Dastoor writes, the Retirement Income Review showed insufficient thought has been put into getting the most servings out of it.
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