MM Newsletter
  19 May, 2022
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Money Management Original
Using marketing to reduce adviser burnout
Leveraging innovative marketing techniques and technology will improve efficiency in advice practices by increasing scale which can help reduce burnout, according to a financial adviser.
Money Management Original
Actions taken post-RC have successfully boosted trust
Positive market returns and improvements to the professionalism of the industry since the Royal Commission have helped Australia to improve trust in the financial services sector, according to the CFA Institute.
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Commodities: Understanding the war in Ukraine
Russia and Ukraine are significant producers and exporters of natural resources. As such, the invasion of Ukraine by Russia has had an immediate impact on the supply of some commodities.
Industry News
Timeshare industry is on notice: CHOICE
Consumer group CHOICE says the timeshare industry is now on notice following the Federal Court’s first-ever decision against a timeshare provider for failing to ensure financial advice was in members’ best interests.
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Industry News
Fund managers run highest cash levels since 9/11
The latest Bank of America global fund manager survey finds that investors have been de-risking portfolios amid fears of policy hawks and recession.
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Industry News
Gender equality index drops despite closing of super
Progress to gender financial equality saw the worst start to a year in a decade despite a significant win in superannuation savings for women, according to the latest Financy Women’s Index.
Industry News
GQG Partners expands Australian team
GQG Partners has appointed two business development directors to expand the company’s footprint in the Queensland, Victorian, South Australian and Tasmanian financial advice markets.
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Industry News
Barclays increases investment in Barrenjoey
Barclays has increased its shareholding in Barrenjoey Capital Partners from 9.9% to 18.2% by way of subscribing for $75 million of new capital following earlier investments in 2020.
Expert Analysis
Money Management Original
Are some causes worth bending ESG rules?
Russia’s invasion of Ukraine has caused a line of thinking that investing in arms can be ESG if it’s for a good cause, write Victoria MacLean and Claire Jervis.
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Money Management Original
Utilising the advantages of investment bonds
Investments bonds offer a number of flexible, tax-advantaged benefits, writes Emma Sakellaris, but these are often overlooked as old fashioned when it comes to portfolio allocations.
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