MM Newsletter
  15 February, 2022
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Latest News
Money Management Original
Advisers fearful of regulatory implications of digital advice
Advisers feel cautious about implementing digital advice, according to abrdn, as they are unclear on whether it would qualify for them to meet all their regulatory requirements.
Industry News
Compensation for advice misconduct reaches $3.1b
The Big Four banks, AMP and Macquarie have paid or offered a total of $3.1 billion in compensation to customers who suffered loss or detriment because of fees for no service misconduct or non-compliant advice.
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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
Managed accounts pass $10b on BT platform
BT has seen strong growth in its managed account solutions, particularly in the sustainability space, as it sets the goal to be the leader in the platform market.
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Money Management Research
The top five consistently-performing global funds
Research by Money Management seeks out those global equity funds that were able to consistently beat their peers in 2019, 2020 and 2021.
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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
Government appoints FSCP members
The Morrison Government has appointed 31 candidates as part-time members of the Financial Services and Credit Panel (FSCP).
Industry News
ETF industry loses $5b in January after market volatility
Market volatility has led to the Australian exchange traded fund industry starting 2022 negatively with losses of $5 billion during January.
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Industry News
Sequoia bolsters advice network
The group has announced the appointment of three key executives to support its frontline services to its national advice network.
Industry News
Praemium delivers record FUA growth
Praemium has posted a 43% jump in its funds under advice in its half yearly earnings results while reporting a net loss after tax of $2.6 million.
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Industry News
Fiducian reports 23% growth in FUMAA
Fiducian has reported a growth of $2.18 billion in its funds under management, advice and administration to $11.5 billion during the second half of 2021.
Features
Money Management Original
Detangling managed account complexity
Managed accounts have come a long way in the two decades that they have been growing in Australia, Liam Cormican writes, but the only thing holding them back is their complexity.
Expert Analysis
Money Management Original
The biggest portfolio mistakes in 2022
In reviewing investment portfolios, there have been several consistent themes arising when it comes to constructing a portfolio, writes Rowan Stewart.
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