MM Newsletter
  18 February, 2022
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Latest News
Industry News
Another positive week for adviser numbers
It looks like the pace of advisers existing the industry has stabilised, with a net change in adviser numbers having been pushed into a positive territory for the second week in a row.
Money Management Research
The Aussie equity funds that consistently topped performance tables
Money Management finds out which Australian equity funds were able to generate top-quartile returns across three very different years.
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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.
Industry News
Standout year for IPOs and M&A
Record high M&A activity, share buybacks and special dividends in 2021 helped to increase demand for IPOs as cash was returned to investors and then redeployed.
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Industry News
Sequoia posts higher NPAT for 1H22
Sequoia Financial Group has reported net profit after tax to increased to $2.6 million from $1.7 million for the half year ended 31 December, 2021.
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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.
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Money Management Original
GFC-playbook no longer useful in market environment
Investors can no longer rely on way they acted after the Global Financial Crisis in the current environment as they should be focusing on active duration management instead.
Industry News
Campaign launched to boost female awareness of super
The SupaWomen campaign aims to help women obtain superannuation during parental leave and ensure they have access to education to learn about investing for retirement.
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Industry News
Aware Financial Services Australia fined $20 million for charging fees for no service
Aware Financial Services Australia Limited has been ordered by the Federal Court to pay a $20 million penalty for charging over 25,000 customers fees for financial services it did not provide.
Industry News
AUSTRAC examines Bell Financial Group entities
AUSTRAC has ordered the appointment of an external auditor to three entities within the Bell Financial Group to investigate whether it has met requirements under two anti-money laundering and counter-terrorism financing legislations.
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Industry News
Rowe leaves CountPlus
CountPlus has announced that a new employment agreement with its chief executive and managing director, Matthew Rowe, will not be entered.
Outsider
Money Management Original
Contactless delivery
Mingling at drinks receptions might be back on the agenda but that doesn’t mean Omicron has gone away.
Money Management Original
A timely union
While Outsider wouldn’t admit to watching reality TV, he can’t help if it’s on when he walks back and forth across the lounge.
Money Management Original
Keeping schtum on advice plans
As Federal election campaigning goes into full swing, marked by the Prime Minister’s appearance at the National Press Club, Outsider wonders when or if there will be a meaningful distinction in advice-related policy between the major parties.
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