MM Newsletter
  04 July, 2022
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Money Management Original
Would bulk billing bridge the advice gap?
Adding personal advice to Centrelink’s bulk billing framework and making advice tax deductible are among recommendations put to the Quality of Advice Review by a founding member of the Financial Planning Association of Australia.
Money Management Original
The benefits of improving EI skills
Improving emotional intelligence will help advisers to have a deeper relationship with their clients and provide improved outcomes, as the industry moves to becoming a profession.
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Structuring income protection in an inflationary environment
With the cost of living increasing and interest rate hikes looming, AIA Australia examines how a more cost-effective premium on income protection may help clients secure their financial futures.
Industry News
FPA releases video Statement of Advice toolkit
With Statements of Advice often cited as one of advisers’ biggest challenges to delivering affordable advice, the Financial Planning Association of Australia has released a video toolkit to guide members in creating a video version.
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Industry News
Magellan updates High Conviction Trust
Magellan has amended the mandate of its $564 million High Conviction Trust from a maximum of 12 companies to 20, while adding a second portfolio manager.
Industry News
Fintechs flag Australian recruitment problems: KPMG
The number of fintech firms has more than doubled between 2017 and 2021, according to KPMG, but firms are being stymied by recruitment difficulties in the local market.
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Industry News
Frontier chair departs after eight years
Chair of Frontier Advisors, Gabriel Szondy, has retired from his position after eight years.
Editorial
Money Management Original
Moving to a new era
After 35 years, Money Management has published its final print edition.
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