MM Newsletter
  10 November, 2021
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Latest News
Money Management Original
FASEA Standard 3 consultation genuine process: AFA
The Association of Financial Advisers has said it believes the education authority’s consultation on amending Standard 3 of its code of ethics is a genuine exercise and encouraged advisers to make submissions.
Money Management Original
General advice an outlet for exam avoiders
Risk advisers who do not want to continue the education requirements can look to general advice as an option as clients can just tell the adviser what level of cover they want, according to an adviser.
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Money Management Original
Pengana scores big with Tesla
Despite Tesla receiving low scores for ‘social’ from ratings agency S&P, the electric vehicle manufacturer has been a “huge winner” for Pengana’s international ethical fund.
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Money Management Original
Gender overlooked in ESG
Gender diversity will continue to become a bigger part of responsible investing in the future, despite currently being overshadowed by other factors, like climate change.
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ESG in liquid alts: the what, why and how
Alternatives go beyond stocks and bonds in the hunt for alpha, income and diversification. But did you know they can be liquid and sustainable too? Explore the bigger picture.
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Industry News
Asendium hits $1.1 million in cap raise
A financial advice software business which aims to disrupt the advice industry by streamlining the process of advice, has received over $1 million in funding from a mix of investors and financial advisers.
Industry News
Bitcoin fund approved by Praemium
Monochrome Bitcoin Fund has been approved by the wealth management platform for its private wealth clients.
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Features
Money Management Original
Robo 2.0: Threat or opportunity?
Advisers would be wise to understand online investing services given they are democratising investment and removing barriers to entry, Laura Dew finds.
Money Management Original
Serving the pie
The Government has long advocated for ‘growing the pie’ but, Chris Dastoor writes, the Retirement Income Review showed insufficient thought has been put into getting the most servings out of it.
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