MM Newsletter
  08 February, 2022
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Latest News
Money Management Original
ASIC acted with ‘lack of concern’ towards Sterling: Senate
The final report into the Sterling Income Trust has concluded the regulator displayed a “lack of concern” and its failure to take proactive action means it is unlikely regulatory changes since would have helped.
Money Management Original
A turbulent time for Magellan
As Hamish Douglass takes leave from his chairman and chief investment officer roles at Magellan, Money Management explores an eventful period for the firm.
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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.
Money Management Original
GQG plans active ETF as it pursues advisory market
GQG has brought forward its plans to launch an exchange traded fund in order to offer a “frictionless entry point” for advisers.
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Industry News
WAM Active hits back at Keybridge Capital proposal
WAM Active has hit back at Keybridge Capital’s proposed bid to take-over the fund, with its chairman telling shareholders to “throw away” any letters concerning it.
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ESG Investing - Where to for Australia?
ESG investing continues to be an area of growth and focus for asset managers, financial advisers, and investors, alike. What does this mean for Australia’s investment sector?
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Industry News
Using diversified income in a high inflation environment
Diversified income portfolios offer an alternative to traditional term deposits, and complement listed shares and property trusts during periods of low interest rates and higher inflation, says Prime Value Asset Management.
Industry News
Class’ CEO to step down
Class Limited’s chief executive and managing director, Andrew Russell, will step down from his role, effective 16 February.
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Industry News
Iress partners with Findex
Findex will utilise Iress’ financial advice software Xplan across all areas of its financial advice and risk insurance business including its advice operations, compliance processes, and investments portfolio strategy development.
Industry News
AAT upholds ASIC’s ban for former Provident Capital director
The Administrative Appeal Tribunal has upheld the Australian Securities and Investments Commission’s 2015 banning of former Provident Capital director, Michael Roger O’Sullivan.
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Industry News
Douglass to take ‘leave of absence’ from Magellan
Chairman and fund manager Hamish Douglass is to take a leave of absence from Magellan Financial Group after a period of “intense pressure”.
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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