MM Newsletter
  17 March, 2022
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Latest News
Money Management Original
Unpacking the personal advice DDO carve-out
Advisers providing personal advice may have an exemption regarding complying with Target Market Determination but confusion remains around proving the use of the information obtained.
Money Management Original
Synchron acquisition brings benefit of scale to WT Financial
WT Financial Group’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates the third-largest financial planning group in the country by adviser numbers.
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Revitalising lifetime income
Until we have the power to predict exactly how long we’ll live, retirement planning will be complex. Fortunately Challenger make it easier with an expanded range of lifetime annuities.
Money Management Original
Tech inclusion in Quality of Advice Review encouraging: Ignition
The Quality of Advice Review’s inclusion of technology uptake in its terms of reference is an encouraging step, according to Ignition Advice, and reflects a maturing of the industry.
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Money Management Original
Ukraine war stokes stagflation concerns
Despite a small contraction in global gross domestic product expected by economists following the conflict in Ukraine, fund managers have set their sights on stagflation.
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Why now is the time to invest in your practice
According to the Future Ready IX report, profitability of the average practice has decreased. For an advice business to thrive, they need to invest in efficiency-creating systems and processes.
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Industry News
Frontier targets Asia with strategy head hire
Advisory business Frontier has hired Megan Mulia as its head of strategy, responsible for corporate strategy and driving growth for the firm as it sets its sight on Asian markets.
Industry News
FSI appoints three to RI team
First Sentier Investors has expanded its responsible investment and corporate sustainability capabilities with three appointments.
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Industry News
Fund managers most bearish on growth since Global Financial Crisis
Russia’s invasion of Ukraine has caused fund managers across the globe to expect a weaker economy and a bear market, according to Bank of America.
Expert Analysis
Money Management Original
Web 3.0 – Are you ready Player One?
Theo Maas explores the latest technology trend and how investors can get involved in the newest Metaverse universe.
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Toolbox
Money Management Original
The case for investing in global credit
When used for diversification purposes in a portfolio, writes Richard Quin, global credit can offer higher income for investors with less risk than equities.
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