MM Newsletter
  05 May, 2021
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Latest News
Money Management Original
Treasury urged to investigate AFCA ‘coaching’
Financial advisers distrust the Australian Financial Complaints Authority because it is perceived to have ‘coached’ complainants and Treasury is being urged to investigate.
Industry News
AZ NGA acquires two Qld advice firms
The accounting and financial advisory network has acquired Blue Harbour Financial Partners and Henderson Matusch Group.
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How next-gen modelling tools can empower advisers
Stochastic modelling offers a number of benefits over traditional tools and methods, including increased confidence in outcomes. Learn about the benefits and options available.
Money Management Original
Pengana appoints US fund manager to ethical funds
Connecticut-based Axiom Investments will be managing Pengana’s two international ethical funds following the departure of its chief investment officer and deputy portfolio manager in March.
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Money Management Original
ANZ posts strong first half
ANZ has joined the other major banks in emerging from the COVID-19 impacts with a strong first half.
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Finding growth through sustainable innovation
More people are trying to live sustainably when and where they can. The Franklin Global Equity team discuss a company they see as a leader in finding innovative solutions to address this trend while also providing attractive growth opportunities for a portfolio.
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Industry News
ESG funds found to not add outperformance
Investors should be wary of claims made about environmental, social and governance funds, as Scientific Beta has found using this method does not add value through outperformance.
Industry News
Mortgage borrowing continues to surge
Three-in-four experts say the next six months will surpass record-breaking borrowing pace as the cash rate holds at 0.10%.
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Industry News
COVID-19 vaccine will not invalidate life insurance
Despite rumours suggesting otherwise, the Financial Services Council says receiving the COVID-19 vaccine will not invalidate life insurance policies.
Industry News
Midwinter gets new chief commercial officer
Midwinter has appointed Steve Davison as its new chief commercial officer following the recent departure of Jeff Hall.
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Industry News
Crestone expands SA team
The high net worth advisory firm has appointed five new people, including a new manager of advisory for the state.
Features
Money Management Original
Are we back to normal?
Despite the move to remote working, the impact of the pandemic on the property market was not as bad as people had expected, writes Oksana Patron.
Money Management Original
Will SMSF advice be a test-bed for limited advice changes?
Mike Taylor writes that the popularity of self-managed superannuation funds and the failure of the so-called limited licensing regime may make SMSFs the test-bed for proposals around more cost-effective limited/strategic advice.
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