MM Newsletter
  19 November,2020
Ad
Latest News
Money Management Original
Troubled ASIC faces imposition of external board
The Australian Securities and Investments Commission faces being oversighted by an external board as the Government considers ways of avoiding further controversies such as that surrounding the tax advice expenses of currently stood-aside chair, James Shipton.
Money Management Original
Frydenberg’s tough message to regulators – you have enough powers
The Federal Treasurer has sent a tough message to the financial services regulators that they have enough powers and that they are there to deliver on Government policy, not to seek to drive policy.
Ad
Sponsored Content
Looking for a way to grow your business?
Save time and grow your client base with ETF Model Portfolios. Low-cost, multi asset-class solutions designed to meet different client objectives. Learn More.
Money Management Original
ASIC challenge on mislabelling law-breakers as ‘financial advisers’
The Australian Securities and Investments Commission is going to have to explain why it chose to describe a man convicted of dishonest conduct as a ‘financial adviser’ when he had never been one.
Ad
Money Management Research
Are COVID-19 retail winners in decline?
Some of the best-performing online retail stocks during the COVID-19 have seen a decline in the last month as border openings and vaccine test success has seen their values drop.
Sponsored Content
5 reasons to automate your managed portfolio report production
Performance comparisons, branded reports, ensuring compliance, improving business efficiencies and using latest technology are achievable with automated report production.
Ad
Industry News
Perpetual acquires 75% of US asset manager
Amanda Gillespie will be appointed as group executive of Perpetual Asset Management, Australia while David Lane will run the international division.
Industry News
Equity optimism highest since 2018
The successful trial of two COVID-19 vaccines plus the election of Joe Biden as US president-elect has led to the “most bullish” fund manager sentiment all year.
Ad
Industry News
Zurich Life and Investments announces executive appointments
Jacqui Lennon, Kieran Forde, Shaneen Marshall and Daniel Longden have all been added to the executive team.
Industry News
Eight ASX 200 firms reach 30% target
There are 113 ASX 200 boards which have reached 30% women on their boards but two firms remain without any female directors and only 10 have a female chief executive.
Ad
Industry News
IPL expands team
The firm has added to its board of directors, and corporate development and portfolio management teams.
Industry News
Median growth super funds up 0.5%
The positive return in October was largely due to the 1.9% return in Australians shares and the depreciation of the Australian dollar limiting the loss experience by international shares, according to Chant West.
Industry News
Praemium integrates with Xplan
Onboarding time has been reduced, as well as the need for double entry of client information in statements of advice.
Industry News
Morningstar integrates ESG into its analysis
Morningstar has announced that it has begun a formal integration of the environment, social, governance factors into its analysis of stocks, fund and asset managers.
Expert Analysis
Money Management Original
Welcome to the future
Andrew Walsh explores what trends have disrupted financial advice this year and how the sector is proving resilient in the face of change.
Money Management Original
Unique opportunity for income-seeking retirees
While those in need of income may be facing headwinds as a result of the interest rate cut, opportunities still exist, writes Scott Kelly.
Toolbox
Money Management Original
Using managed accounts in your advice proposition
Use of tax-effective strategies can be one of the most important ways that advisers can add value for their clients beyond advice, writes Tanya Hoshek.
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