MM Newsletter
  17 February, 2022
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Latest News
Money Management Original
More principles-based advice legislation needed
The Corporations Act has become very operational and specific in how outcomes should be delivered to clients, rather than principle based which is not helping the advice gap, according to Diverger Limited’s managing director.
Industry News
Adviser optimism lifts in December quarter
The December quarter saw a distinct rise in financial advisers’ confidence in their businesses, according to Colonial First State research.
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Why Retirees Need A Certain Confidence
Retirees should be able to sleep easy at night knowing their sharemarket-exposed capital is protected against market falls. Their confidence shouldn’t go up or down on the whims of sharemarkets.
Industry News
Advisers could lose clients over lack of ESG commitments
Advisers could start losing clients if they fail to demonstrate adequate commitment to environmental, social, governance (ESG) investing.
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Industry News
WealthO2 expands with two software mergers
Wealth02 has merged with two software specialists to create a firm which can provide solutions throughout the adviser experience rather than be a product-style platform.
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The benefits of impact investing
Impact investing offers investors the chance to use their capital for good, by investing in a range of opportunities to develop social and environmental solutions through investments that also generate financial returns.
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Industry News
Netwealth targets HNW market as FUA rises to $56.7b
The number of intermediaries using Netwealth has risen by 9.1% as it plans upgrades to better service the affluent and high-net-worth markets.
Industry News
JANA strengthens leadership team
JANA has appointed five new department heads as part of its leadership structure consolidation following the appointment of three general managers late last year.
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Industry News
Kaplan launches specialist trauma course
Kaplan has launched a short course specialising in trauma and mental health, suitable for client-facing roles such as financial advisers and stockbrokers.
Industry News
4D Infrastructure makes senior hire from Pinnacle
4D Infrastructure has appointed Matt Dell to the newly-created role of investment specialist, focusing on the firm’s marketing and distribution efforts.
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Industry News
Senate Economic Legislation’s Committee CSLR will not fully protect investors: FPA
Following the release of the Senate Economic Legislation Committee’s Compensation Scheme of Last Resort report, the Financial Planning Association of Australia is once again calling for its expansion to cover the jurisdiction of the Australian Financial Complaints Authority.
Expert Analysis
Money Management Original
Professional Year is the making of a financial planner
The professional year offers new entrants a bridge between academic theory of the post-Hayne landscape and the real world of service, writes Anne Palmer.
Toolbox
Money Management Original
Earnings acceleration a valid means of equity selection
Earnings acceleration is an underexamined metric that can add important diversification benefits to portfolio construction and provide investors with an additional tool, writes Laura Granger.
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