| |
| 10 December, 2020 |
| |
| Latest News |
| Money Management Original | | FASEA gone but the exam and degree regime continues | | The Financial Adviser Standards and Ethics Authority may be gone but its exam timetable will continue and so will the requirement for financial advisers to become degree qualified. |
|
|
|
| Money Management Original | | How the industry united to rid itself of FASEA | | Mike Taylor writes that few people genuinely argued with the objectives set out for the Financial Adviser Standards and Ethics Authority but they did argue with the authority itself. |
|
|
|
| |
| |
| Money Management Original | | Intra-fund advice is not special says ASIC | | While currently finalising a review based on samples of intra-fund advice, the Australian Securities and Investments Commission has used an article to explain that intra-fund has no special status. |
|
|
|
| |
| Money Management Original | | Govt delivers some simplicity around annual fee disclosure | | The Federal Government has made at least some concessions to financial advisers with new legislation at least simplifying some elements of fee disclosure while making clear the guidelines around advice within MySuper. |
|
|
|
| Sponsored Content | | A green recovery: the post-pandemic opportunity | | AXA Investment Managers’ Michelle Lacey discusses the ‘green lining’ of COVID-19 and why the growth in responsible investing creates a post-pandemic opportunity for advisers and investors. |
|
|
|
|
| |
| Industry News | | Avoid REITs for 2021 | | State Street Global Advisors has identified real estate investment trusts as the least attractive assets for next year, while global equities are the favoured option. |
|
|
|
| Money Management Original | | ‘Lower for longer’ for yields | | As we continue to see a shift in policy, it will be a case of “lower for even longer” for yields, according to Schroders. |
|
|
|
| |
| |
| |
| |
| Industry News | | CBA divests equity interest in BoCommLife | | Commonwealth Bank has announced its divestment of 37.5% equity interest in BoCommLife to MS&AD Insurance Group Holdings has been approved by the China Banking and Insurance Regulatory Commission. |
|
|
|
| TOP Financial Planning Groups |
| Money Management Research | | The end of an era | | Money Management’s 2020 TOP Financial Planning Groups research has confirmed the number of planners working at the biggest groups has dwindled to its lowest levels in years, underscoring the end of the banks’ dominance in wealth management, writes Oksana Patron. |
|
|
|
| Toolbox |
| Industry News | | Creating a successful digital advice model | | The COVID-19 pandemic has emerged as the greatest disruption to economic growth in generations but presents an opportunity to highlight the benefits of technology, writes Emily Chen. |
|
|
|
| |
