MM Newsletter
  06 June, 2022
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Latest News
Money Management Original
Advisers’ priority is on obtaining consent: AFA
Advisers cannot shy away from conflict in a client relationship if it is needed to secure consent for the advice, according to the AFA.
Industry News
The importance of pre-vetting SOAs
Licensees should ensure they pre-vet any advice given, according to Fourth Line, as it is no longer acceptable to conduct retrospective audits.
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Industry News
TAL appoints new chair
TAL has announced the appointment of Mark Joiner as independent chair, following Duncan Boyle’s decision to retire after eight years leading the board.
Industry News
Aussie tech sector not immune to market downturn
It is “highly unusual” to see a market sector crash twice in two years as the technology sector falls back to pre-COVID levels, according to Dale Gillham, despite the small size of the sector.
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Industry News
Ford Scott partners with Otivo
Tasmanian financial planning firm Ford Scott has engaged online advice business Otivo to bridge the industry-wide challenge of unaffordable advice and orphaned clients.
Industry News
State Street appoints MD from Russell Investments
State Street has appointed John Venardos as managing director of portfolio solutions.
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Editorial
Money Management Original
The unintended toll of the Royal Commission
It is no secret that the Royal Commission has impacted advisers but research has highlighted the severe toll it has taken on their health.
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