MM Newsletter
  19 October, 2021
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Latest News
Money Management Original
TPD to be next issue to watch for insurers
Total and permanent disability products are next on the list for insurers to look at to ensure they do not become unsustainable like income protection.
Industry News
Clients hang on to old IDII products
Disability income product clients are choosing to hang on to existing policies at a higher rate than previously, according to DEXX&R.
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Investing sustainably for a sustainable future
Investors are increasingly looking for investment solutions that reflect not only their financial goals but also their values and beliefs. Find out more.
Industry News
Family offices focus on growth and longevity
Growth and longevity are the two main focuses for Australian and Asian family offices, according to a study conducted by KPMG and The Table Club.
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Industry News
AUM of top 500 managers hit US$119.5t
There is a growing concentration among the top 20 managers whose market share increased to 44% of total assets, according to the Thinking Ahead Institute.
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FE fundinfo to make DDO Data and TMDs available to Advisers
Advisers will soon be able to incorporate DDO data and TMD documents in their portfolio construction and client reporting as FE fundinfo announces that they will be integrating DDO data and TMD documents into their suite of products, including the flagship research tool FE Analytics.
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Industry News
Geopolitical uncertainty dampens September super returns
September saw a modest dip in superannuation returns for the first time in 12 months, as domestic and global share markets felt the brunt of ongoing geopolitical and economic uncertainty.
Industry News
Robo-advisers have not ‘vanquished’ wealth managers
Robo-advice lacks an expansive distribution network and is impossible to scale up to profitability, according to a report from PGIM.
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Industry News
MDS to launch book buying service
As advisers exit the industry, My Dealer Services will launch a service to help facilitate the acquisition of client books.
Industry News
Praemium reports record quarter
The platform provider is in the due diligence phase of its divestment of its international business and has posted $1.66 billion in net platform inflows for the September quarter.
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Industry News
ASIC proposes CFD product intervention order extension
The corporate regulator has sought feedback on a proposal to extend its product intervention order for its contracts for difference for retail clients.
Industry News
UBS AM appoints country head for Australia and NZ
UBS Asset Management has announced that Alison Telfer has been appointed country head Australia and New Zealand.
Industry News
RAM appoints CTO
Real Asset Management has appointed Craig Thompson as its new chief technology officer.
Industry News
HUB24 to acquire Class
The 100% acquisition is expected to accelerate HUB24’s platform strategy and consolidate the group’s position as a provider of integrated platforms, technology and data solutions
Expert Analysis
Money Management Original
The invisible demand for financial advice
There is a huge, almost invisible, demand for personal financial advice but advisers will only be able to meet this if they are willing to collaborate rather than compete, writes Neil Macdonald.
Money Management Original
An evolving roadmap for ESG integration
It’s not easy being green, writes Charles Stodart, but that’s no excuse for managers not to try and implement it as ESG best practices and communication matures.
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