MM Newsletter
  14 April, 2022
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Latest News
Industry News
How many advisers are still yet to pass exam?
Data from ASIC has revealed the numbers of advisers on the Financial Adviser Register who are still yet to pass the financial adviser exam with only three sittings remaining in 2022.
Money Management Original
Access to advice research unlikely to be disclosed
The outcome of research by the corporate regulator into access into advice is unlikely to be published publicly and will instead form part of the Quality of Advice Review.
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The Runway To Real Retirement Success
How guiding pre-retirees through a structured program covering career, health and finance can have a measurable impact on their retirement-readiness.
Industry News
Innovative presentations needed for SoAs
Advisers need to be innovative in how they present a Statement to Advice to clients as the future of the document will be less about regulation and more about presentation, according to Fourth Line.
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Money Management Original
Differentiation needed between generations for ESG products
There is a great opportunity for fund managers to provide products which reflect the differing views of generations and genders regarding ESG.
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Accessing the “Sweet Spot” of Credit
Finding fixed income solutions with attractive current income and low duration risk has proved to be a struggle for many investors. At Ares we believe these challenges can be overcome by accessing the “sweet spot” of credit.
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Industry News
SG Hiscock appoints CEO
Melbourne-based asset manager SG Hiscock has appointed Giles Croker as chief executive and chief operating officer.
Industry News
Australian Ethical adds three to investment committee
Australian Ethical has made three senior hires to its investment committee and announced the launch of an adviser resource hub.
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Industry News
Akambo and First Financial announce merger
Akambo Financial Group and First Financial wealth management firms have merged, a move they say will increase their capabilities in providing investment solutions to the advisory market.
Industry News
Lifespan appoints head of self-licensee offering
Lifespan Financial Planning has appointed Tony Mantineo as the national practice consultant and head of Lifespan Partnership, a broad-ranging support service for self-licensees.
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Expert Analysis
Money Management Original
Graduates adding value in Professional Year
Mentoring a university graduate through their Professional Year may seem a daunting task for an adviser, writes Hans Egger, but there are some very good reasons to do it.
Money Management Original
Changing world orders and investment opportunities
The changing world and dominance of Asia offers opportunities, writes Jonathan Wu, with investors encouraged to think beyond Western markets.
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Money Management Original
Revisiting cash out re-contribution strategies
There is lots to consider when withdrawing lump sum amounts from superannuation, writes Anna Mirzoyan, especially if they want to recontribute it at a later date.
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