MM Newsletter
  19 July, 2022
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Latest News
Money Management Original
The cost savings of end-to-end fintech
Introducing end-to-end software solutions can reduce the cost of providing comprehensive financial advice from $5,335 to $2,918 according to DASH Technology Group.
Industry News
Investors reject AMP management of $7b office fund
New management has been appointed for the $7.7 billion AMP Capital Wholesale Office fund after investors rejected AMP’s plans and voted to change the management and trustee.
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Successful Growth Investing Demands Clear Focus
Investing in best-in-class “pure-play” companies is one way for growth investors to stay ahead of changes in the business and the broader industry.
Industry News
Energy boom dents RI fund performance
Australian equities funds with high responsible investment credentials have lost money for a second consecutive quarter thanks to the outperformance of energy stocks, according to Evergreen Consultants.
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Industry News
BetaShares revises down ETFs FUM forecast
Market volatility means exchange traded funds will be lucky to retain the same volume of funds under management as 2021 as BetaShares revises down its forecast following a 9% decrease in the first half of the year.
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Advisers should treat exotic ETFs with caution
A low-cost, diversified core portfolio with only a few exciting satellite ETFs may be the best way for advisers to help clients build wealth without taking on too much risk.
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Industry News
Uncertainty leads to net inflow decline at Praemium
Negative market movements led to a 53% decline in quarterly net inflows for Praemium in the June quarter.
Industry News
Former Sydney adviser receives three-year sentence
A former Sydney financial adviser has been sentenced to three years and two months imprisonment and fined $9,500 for acting dishonestly as a company director and stealing investor funds.
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InFocus
Money Management Original
InFocus: A joint push for the Quality of Advice Review
The major associations have collectively thrown their weight behind a joint submission to the Quality of Advice Review, Liam Cormican writes, arguing for a more consumer-focused regulatory approach.
Expert Analysis
Money Management Original
And now for some good news
Research is finding that demand for advice is rising amid a world of rising interest rates and presenting opportunities for those who remain in the industry, writes Neil Macdonald.
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