MM Newsletter
  07 December, 2021
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Money Management Original
‘Exceptional’ older advisers should be grandfathered
Financial advisers over 60 who are deemed exceptional should be grandfathered with specific disciplines before the education requirements deadline of 2026, an adviser believes.
Money Management Original
Industry collaboration will be key in 2022
While it is clear many advisers are experiencing “change fatigue” from years of regulatory change, it is also driving collaboration across the industry which will continue into next year, according to an adviser.
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Unmet advice needs present opportunity for advisers
The latest research shows that HNW investors have an array of unmet advice needs and are prepared to pay to plug those gaps, presenting a significant opportunity for advisers.
Money Management Original
‘Unacceptable circumstances’ declared in PAF bid
The battle between PM Capital and Wilson Asset Management over the PM Capital Asian Opportunities fund has taken another turn after the Australian Government Takeover Panel declared it found a breach in the Corporations Act.
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Industry News
Practice principals look to acquisitions for growth
Self-licensees pursuing growth opportunities are driving My Dealer Services’ facility which offers platform for advice buyers and sellers.
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Investing ‘groupthink’ rampant like the plague
Longer-term assessment of active fund performance can distinguish between managers that think independently – and those that deliver short-term outperformance by investing with the ‘in-crowd’
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Money Management Original
The case for avoiding company meetings
Australian Eagle Asset Management prefers to “focus on facts rather than the story” and believes too many meetings with company management can leave investors swayed by management speak.
Industry News
Magellan CEO resigns
Magellan Asset Management’s chief executive, Dr Brett Cairns, has stepped down from his role for personal reasons and Kirsten Morton has been appointed as interim CEO.
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Industry News
Financial markets resilient to cyber threats
The corporate regulator has found firms in financial markets have continued to show resiliency to cyber threats during the pandemic but a reallocation of resources has led to firms falling short of goals.
Industry News
Advisory service provider launches wholesale investment business
Partners Wealth Group has launched Partners Private which will offer bespoke investment opportunities for high-net-worth clients.
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Industry News
Crescent Group appoints head of strategy
Crescent Group has appointed Sayd Farook as its new head of strategy to lead the Islamic-compliant investing firm’s ‘$5 billion in five-years’ growth plan.
Industry News
Robeco launches sustainable equity fund
Robeco Australia has launched an index equity fund which aims to offer investors a sustainable alternative to passive investments while providing alpha in developed markets.
Expert Analysis
Money Management Original
Assessing climate risks for emerging markets
In light of the recent COP26, Patrick Russel examines the sensitivities of climate change, in terms of risks and opportunities for the emerging market equity asset class.
Money Management Original
Advisers key to income protection changes
Advisers play a critical role in supporting the transition to sustainable insurance products, writes Aaron Newman, but the industry needs to support advisers with this transition.
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