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13 October, 2021 |
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Latest News |
Money Management Original | Safe harbour removal needs to be top priority | The cost to produce advice is around $5,335 but the average adviser is charging $3,660 and removing safe harbour and strengthening the code of ethics will reduce the cost by 9%, according to KPMG. |
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Money Management Original | Pre-retirees with advisers are happier | Pre-retirees are the least happy retirement cohort because of the financial stress of approaching retirement but those with an adviser report higher life satisfaction, according to a Fidelity survey. |
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Sponsored Content | FE fundinfo to make DDO Data and TMDs available to Advisers | Advisers will soon be able to incorporate DDO data and TMD documents in their portfolio construction and client reporting as FE fundinfo announces that they will be integrating DDO data and TMD documents into their suite of products, including the flagship research tool FE Analytics. |
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Sponsored Content | The megatrends shaping property investments | Societal megatrends will have big implications for real estate – boosting some sectors and disrupting others. First Sentier Investors Global Head of Property Securities delves into the six trends shaping the next decade. |
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Money Management Original | Geographic tilt creates risk for derivative investing | Australian investors face several challenges when assessing the basis risk of derivative investing, including the fact many derivatives products are tilted toward geographies outside of Australia. |
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Industry News | IAM appoints CEO | Income Asset Management Group has appointed former UBS investment specialist, Jonathan Baird, as chief executive as well as executive director for Fortlake Asset Management. |
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Industry News | Ignition appoints senior adviser | Ignition has announced it has appointed Andrew Baker into the newly-created role, providing guidance for the firm’s Asia Pacific business strategy. |
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Industry News | AMP appoints private market board leaders | As part of the demerger of AMP Capital’s private market business, it has appointed Patrick Snowball as chair designate and Andrew Fay as deputy chair designate to help with progressing the operational separation. |
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Features |
Money Management Original | Attracting female talent | In a bid to improve a lack of female participation in financial advice, firms are actively offering and supporting initiatives aimed at recruiting females, writes Laura Dew. |
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Money Management Original | Delivering a social dividend | Going beyond responsible investment screens, Chris Dastoor writes, investors want to see that their manager is creating a social dividend as well as financial returns. |
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