MM Newsletter
  07 March, 2022
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Industry News
Hume’s call for a principle-based regulation is ‘knee-jerk reaction’
Legislating a principle-based regulation framework should be considered carefully and not be a “knee-jerk reaction for popular support”, according to Synchron.
Money Management Original
Data analytics key for understanding client needs
The growing importance of data analytics at advice businesses will mean practices need to set ground rules and be prepared to address what they discover in the future.
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Challenger Insights and Innovation Series 2022
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Industry News
SWU Group launches online investing service
A new online investing service has been launched by industry veteran, Simon Wu, to help close the advice gap and enable young people to access professional portfolio management.
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Money Management Original
Client wellbeing and digitisation crucial for advice practices
Taking a holistic approach to overall client wellbeing and technology adoption will be crucial for successful planning firms.
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Why now is the time to invest in your practice
According to the Future Ready IX report, profitability of the average practice has decreased. For an advice business to thrive, they need to invest in efficiency-creating systems and processes.
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Industry News
WealthO2 makes five hires following software merger
WealthO2 has made five hires to its firm in response to adviser demand following the merger with Roar and NEO earlier this year.
Money Management Original
How investors can live with inflation
The “big picture context” of low fixed income yields and persistent global equities performance can be viewed through three themes, including living with inflation, cutting through confusion and navigating net-zero, according to BlackRock.
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Industry News
First Sentier appoints deputy CEO
First Sentier Investors has appointed Yoshiki Ueno as deputy chief executive, relocating from New York to the firm’s Sydney headquarters.
Editorial
Money Management Original
Improving women’s super
There have been improvements to closing the gender gap in superannuation but women are still finding themselves penalised when it comes to their finances and their super.
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InFocus
Money Management Original
InFocus: Moving to principle-based legislation
The latest proposal suggested by the financial advice industry is to move to one focused on principle-based legislation and for changes to the Corporations Act, writes Laura Dew.
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