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| 06 May, 2021 |
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| Latest News |
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| Money Management Original | | 'Wholesale investor' term outdated: ASIC | | Cases like Mayfair 101 highlight the need for an update of the term ‘wholesale investor’, according to the Australian Securities and Investments Commission, as it carries out work on true to label products. |
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| Industry News | | Countplus drives accounting merger | | Countplus has further leveraged its Owner/Driver strategy to deliver increased scale via the merger of two of its member accounting firms. |
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| Sponsored Content | | AIA Australia holds first Adviser Summit | | AIA Australia is on a mission to develop a robust, sustainable insurance industry by getting industry stakeholders working together. The Adviser Summit 2021 was an opportunity to do just that. |
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| Industry News | | Advisers need new approach to retirement portfolios | | Financial advisers grappling with record-low returns on cash should consider alternative defensive strategies that can boost returns and minimise risk in retirement portfolios, according to Allianz Retire Plus. |
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| Industry News | | Crucial for active managers to engage on ESG | | Active managers have a clear role to play in engaging with public companies on their environmental, social and governance practices, according to ClearBridge Investments. |
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| Industry News | | Further gains for value stocks in store | | Despite the rebound in value stocks, the most expensive names are still very expensive meaning there is likely more gains for value investors, according to Realindex Investments. |
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| Money Management Original | | BetaShares announces NZ expansion | | The exchange traded fund provider will open a new office in Auckland, with Thom Bentley being appointed as director of adviser and institutional business. |
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| Toolbox |
| Money Management Original | | The building blocks of a portfolio | | When building a portfolio, managers may find there is an ‘optimum’ number of positions, writes Chris Bedingfield, where holding too many can have a negative effect. |
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