MM Newsletter
  27 January, 2022
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Latest News
Money Management Original
Opportunity to grow adviser client base
Financial advisers and product providers alike have been inwardly too focused on their own internal business models and less focused on clients but there is an opportunity for advisers to grow their client base this year, BT believes.
Money Management Original
Regulatory free time offers opportunity to help needy
The slowdown in regulatory activity means financial advisers have an opportunity to help those affected by financial stress during the pandemic, according to Ignition Advice.
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Disruptions Redefine Risk and Opportunity in 2022
We examine 3 major themes in our Global Outlook: the role of innovation & technology in equity markets, the duality of real estate markets in the US and China, and the global search for yield. Read More.
Industry News
Balanced super funds up 13.4% over 2021
Superannuation fund performance continued to recover over the second half of 2021 as member accounts are likely to receive a windfall of over $400 billion, according to SuperRatings.
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Money Management Original
US housing investors to gain from GFC over next five years
Investors can benefit from rising demand for apartment and single-family housing in the United States and constrained supply as the market feels the lingering effects of the Global Financial Crisis, according to Quay Global Investors.
Sponsored Content
ESG Investing - Where to for Australia?
ESG investing continues to be an area of growth and focus for asset managers, financial advisers, and investors, alike. What does this mean for Australia’s investment sector?
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Industry News
Dividend income growth to continue in 2022
Markets will see improved performance from the more yield heavy sectors and economic recovery will translate into stronger dividends this year, according to Plato Investment Management.
Industry News
Fidelity expands its institutional business
Fidelity International has announced the appointment of Mark Vrkic as its new director, institutional business.
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Industry News
Frontier expands its asset consultants team
Frontier has appointed two new senior hires for the firm, Priya Patel and Michiel Swaak, bringing the total number of the additions to the team to a dozen over the last quarter.
Industry News
FINSIA announces CEO change
Chris Whitehead will step down as director and chief executive of the Financial Services Institute of Australasia at the end of April and will ensure a smooth transition for his replacement, Yasser El-Ansary.
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Industry News
ASIC bans convicted former director
Former Radar Iron Limited and Armada Capital director, Ananada Kathiravelu, has been banned from providing financial services for three years following market manipulation offences.
Expert Analysis
Money Management Original
Capitalising on the recovery
Luke Dixon explains the outlook for commercial real estate for 2022 and the stand-out sectors plus whether Australia is a safe harbour for capital growth.
Money Management Original
Longevity, the uncertainty and managing the risks
With Australians living longer than ever, writes Aaron Minney, retirement plans focused on a life expectancy of 85 are looking out of touch.
Toolbox
Money Management Original
Minimising CGT: navigating the rules of active assets
Small business capital gains tax concessions, writes Peter Bembrick and Katherine Lloyd, can significantly reduce, or even eliminate, the tax paid on the sale of a small business.
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