MM Newsletter
  13 July, 2021
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Money Management Original
Professionalising advice occupation hampered by licencing regime
Licensees should not be chasing financial advisers on CPD, when they are going to sit the exam, or education, as that is not a hallmark of a recognised profession, according to an association.
Money Management Original
Advice industry lacking great technology businesses
There may be convergence of advice and technology but the amount of great technology businesses sits below the level of advice ones, according to BT.
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Reimagining buildings on the journey to net zero
Approximately one third of all global carbon emissions come from the real estate sector. First Sentier Investors Head of Global Property Securities, Stephen Hayes, highlights the opportunity set for investors in the coming decade.
Industry News
Allianz CEO departs
Matt Rady will be replaced by Allianz Retire Plus founder, Adrian Stewart, who will step in as acting chief executive.
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Industry News
Astute Wealth sends cease and desist to Lumiant
It intends to commence proceedings against Lumiant if certain terms are not met in a week, regarding copyright issues over a financial health questionnaire.
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Enhance the return profile of defensive portfolios
Hear from Tim Dowling as he discusses the income and growth challenges faced by retirees and how a new defensive alternative can help achieve better outcomes for your clients.
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Industry News
Walesby new Australian CEO for Mirae
The former ETF Securities chief executive will lead the firm’s Australian operations, while Oliver Reynolds also joins as chief operating officer.
Industry News
Help given to prevent financial abuse
An online platform will help advisers to prevent their clients from suffering financial abuse as misconduct rises during the COVID-19 pandemic.
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Industry News
BetaShares upgrades ETF growth forecast
Assets in exchange traded funds have already surpassed BetaShares’ year-end target after they grew by 22% in the first half of 2021.
Industry News
Infrastructure assets unimpacted by higher inflation
Higher inflation and interest rates will have little impact on the valuations of regulated infrastructure assets, according to infrastructure asset manager ClearBridge Investments.
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Industry News
Former Nexus director pleads guilty
Wael Kourieh has pleaded guilty to false document changes by forging member signatures to trick AMP employees.
Industry News
Vanguard announces fee changes
Vanguard Australia will remove the fee for Vanguard exchange traded funds, managed funds and the cash account on its personal investor platform from 18 August to encourage investors to think long term.
Industry News
OnePath Life to remediate $35m to customers
OnePath Life is remediating up to $35 million to over 40,000 customers who were sold life insurance policies over the phone between 2010 and 2016.
Industry News
Lifespan appoints compliance lead
Adrian Caspar will return to the financial adviser network to be its risk and compliance lead, as the industry deals with evolving legislative requirements.
Expert Analysis
Money Management Original
Changes to RSE licensees
There have been numerous changes to the financial services obligations of superannuation funds, writes David Court, so trustees must know what is expected of them.
Money Management Original
Seeking drivers of real estate investment
Understanding different real estate sectors is critical at a time when real estate has been impacted by global structural changes, writes Dania Zinurova.
Money Management Original
An educator's perspective on FASEA
With just a few months to go until the FASEA deadline, writes Brian Knight, even those who are considering leaving the industry would be advised to have an attempt.
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