MM Newsletter
  05 July, 2022
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Latest News
Money Management Original
The jury is out on advice fintech
Individual submissions to the Quality of Advice Review have found financial advisers around the country are in dispute as to whether financial technology could help to reduce the cost of providing advice.
Industry News
WSC Group joins CountPlus and Count Financial
CountPlus has announced its investment in WSC Group, a financial services and advice practice with offices around Australia.
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Real Assets Can Prosper in Inflationary Times
The near-to-medium term path for inflation and interest rates is almost certainly up. We see opportunities for growing the income stream of our Real Income Fund.
Industry News
Magellan distribution head to depart
Magellan’s general manager for distribution, Frank Casarotti, is set to leave the firm after 15 years.
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Industry News
Commodities and direct property are the only winners in FY22
Commodities and direct property have emerged as the only major asset classes to post returns above inflation in the 2022 financial year, according to asset consultants Atchison.
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Structuring income protection in an inflationary environment
With the cost of living increasing and interest rate hikes looming, AIA Australia examines how a more cost-effective premium on income protection may help clients secure their financial futures.
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Industry News
BlackRock appoints Australian head of index investments
BlackRock Australasia has appointed Jason Collins as head of iShares and index investments for the Australia and New Zealand region.
Industry News
Diverger announces investment in McGregor Wealth Management
Diverger has announced its purchase of a 35% stake in McGregor Wealth Management for an initial cash consideration of $0.74 million, followed by deferred consideration up to $0.56 million during the first 18 months.
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InFocus
Money Management Original
InFocus: A joint push for the Quality of Advice Review
The major associations have collectively thrown their weight behind a joint submission to the Quality of Advice Review, Liam Cormican writes, arguing for a more consumer-focused regulatory approach.
Expert Analysis
Money Management Original
And now for some good news
Research is finding that demand for advice is rising amid a world of rising interest rates and presenting opportunities for those who remain in the industry, writes Neil Macdonald.
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