MM Newsletter
  07 July, 2021
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Latest News
Money Management Original
Are part-time licences the key to retaining talent?
More licensee groups offering different licences for part-time advisers might help retain talent, especially those who want to balance work/family commitments, including women who are greatly underrepresented in the industry.
Industry News
AFA hits back at regulators' advice guidance
The corporate and prudential regulators guidance on advice for superannuation trustees warns trustees about trusting financial advisers.
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Behind the scenes of generating alpha
Learn how the BlackRock High Conviction Australian Equity Fund provides a differentiated approach to investing. Hear from the team on the trends they’re watching to help look for tomorrow’s winners.
Money Management Original
Ongoing need to educate clients on value of advice
Only one-third of surveyed consumers believe an advised life insurance product is better quality than an unadvised product, according to MetLife.
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Money Management Original
ESG-focused clients more likely to switch adviser
Clients with sustainable goals are more than twice as likely as those without to switch provider if they feel their adviser is letting them down.
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Enhance the return profile of defensive portfolios
Hear from Tim Dowling as he discusses the income and growth challenges faced by retirees and how a new defensive alternative can help achieve better outcomes for your clients.
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Industry News
Advice awareness increased by COVID-19
COVID-19 has driven the awareness of the importance of professional advice by 54% in the past 12 months, according to ClearView.
Industry News
May FASEA exam problem areas highlighted
Financial services guide and statement of advice documentations, breach reporting, and applying the Corporations Act are some of the key areas where exam takers are struggling.
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Money Management Original
Investors advised to rotate into resources
Investors should look to rotate out of financials and into resources as they are “perfectly positioned” for the current market environment, according to Research Affiliates.
Industry News
Platform satisfaction continues to decline
Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends.
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Industry News
Four asset managers commit to net zero
Four leading asset management names have signed up to an initiative supporting the goal of net zero greenhouse gas emissions by 2050.
Industry News
Pitcher Partners expands network partnerships
Seven new partners have been added across its Adelaide, Brisbane, Melbourne and Sydney businesses.
Features
Money Management Original
An overdue market rotation
After decades of underperformance, value is seeing a turnaround and outpacing growth stocks for the first time in years, writes Laura Dew.
Money Management Original
Learning allocation lessons from COVID-19
The COVID-19 pandemic tested traditional asset allocations and portfolio builds, writes Chris Dastoor, so what lessons have been learnt a year on?
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