MM Newsletter
  22 October, 2020
Ad
Latest News
Industry News
Why super funds should embrace franking credits
The Australian Labor Party might have wanted to get rid of franking credits at the last Federal Election but it is now being suggested that they should be embedded by superannuation funds as part of their strategy approaches for retiree members.
Money Management Original
Remove best interest in simple advice: Rice Warner
Providing simple financial advice should not need best interest duty as the amount of risk a consumer would take is low and unlikely to be against their interests, according to Rice Warner.
Ad
Sponsored Content
Bridging the platform gap
The digitalisation of advice is creating a breadth of technology partners & solutions for advisers to improve business & client engagement processes. But is it a case of less is more?
Money Management Original
AMP accelerates transformation alongside 'portfolio review'
AMP has recorded a better quarter prompting it to accelerate its business transformation while continuing the portfolio review process which has given rise to speculation around further sales.
Ad
Money Management Original
How would you cut advice costs?
Financial advisers know best how to reduce advice costs. Please complete this survey to tell us how.
Sponsored Content
Don't hate plastic, change plastic
Plastics are fantastically useful - if they're not dumped in the ocean when no longer needed. We need to dump single-use instead. Read more.
Ad
Money Management Original
AFCA entering uncharted territory on super complaints
Up to 20 complaints left unfinished by the final closure of the Superannuation Complaints Tribunal will need to be handled by the Australian Financial Complaints Authority and the super fund members will need to be kept informed.
Money Management Original
Bring ESG into conversations or risk losing younger clients
Some $3.5 trillion is expected to be passed onto the millennial generation over the next 20 years and will be a new client pipeline for advisers, according to BT.
Ad
Industry News
ETF Securities FANG+ ETF exceeds $100m in FUM
ETF Securities FANG+ exchange traded fund has surpassed $100 million in funds under management due to increased investor interest to FAANG stocks.
Industry News
FSI fund receives ratings boost
The First Sentier Investors CFS Equity Income Fund Class A has received the Morningstar Analyst Rating of silver.
Ad
Industry News
Iress acquisition of OneVue approved by shareholders
Iress is looking to an early November implementation date for its acquisition of OneVue.
Industry News
Melbourne FASEA exam remote only
The November financial adviser exam will not have physical locations offered in Melbourne due to COVID-19 restrictions, but regional advisers can sit a physical exam in Geelong.
Industry News
Societe Generale fined $30k
It has been sentenced to pay a total of $30,000 after pleading guilty to four separate counts of breaching client obligations.
Industry News
TCorp’s $1.3b November 2030 Green Bond achieves strong result
The investment and financial management arm of the New South Wales public sector, TCorp has achieved strong results for the new $1.3 billion November 2030 Green Bond.
Expert Analysis
Money Management Original
Protecting data in a remote working environment
Institutional investors need to be on high alert as COVID-19 has triggered a wave of significant cyber attacks and data breaches, writes George Takesian.
Money Management Original
How COVID-19 is accelerating the insurance claims model
Life insurance has been very much in the spotlight during the COVID-19 pandemic, writes Don Stevenson, and both insured and insurer benefit from a personalised claims philosophy.
Facebook Twitter Linkedin






This email was sent to newsletter@newslettercollector.com
why did I get this?    unsubscribe from this list    update subscription preferences
Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia