MM Newsletter
  18 March, 2022
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Latest News
Industry News
How many registered advisers does WTL currently have?
The acquisition has brought a new combined entity of WT Financial Group and Synchron to 560 advisers, as per Australian Securities Investment Commissions’ Financial Adviser Register, according to Wealth Data.
Money Management Original
How successfully have funds reduced their Russian exposure?
GQG Partners Emerging Markets Equity held the largest exposure at the end of 2021, according to Lonsec, but the firm cut this to just over 1% by the end of February by reducing financial and energy exposures.
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Why now is the time to invest in your practice
According to the Future Ready IX report, profitability of the average practice has decreased. For an advice business to thrive, they need to invest in efficiency-creating systems and processes.
Money Management Original
Advice grievances represent 1% of complaints
Over the period of 1 July, 2021 and 28 February 2022, the Australian Financial Complaints Authority closing more advice complaints than it received, with the sector representing just 1% of complaints.
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Money Management Original
Will the RBA follow the Fed’s lead with rate rises?
With the US Federal Reserve increasing its policy rate by 25 basis points to 0.50%, fund managers and economists have weighed in on the impact for Australian investors.
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Grow your practice with sustainable investing
86% of Australians expect their super or investments to be invested responsibly and ethically, is now the time to look to ESG and sustainable investing to grow your practice?
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Industry News
Milford launches three global equity funds
Milford has launched three global equity funds, aiming to provide Australian advisers and investors with access to specialist portfolios, while chairman Mark Cross announced his retirement.
Industry News
Succession Plus appoints CEO amid business unification
Succession Plus has appointed Darryl Bates-Brownsword as its new chief executive and will unify its UK and Australasian divisions.
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Industry News
ASIC permanently bans former AR
The regulator has permanently banned former authorised representative, Roderick Halligan, from providing financial services for contravening financial services laws and failure to his legal obligations.
Outsider
Money Management Original
Dirty money
Outsider, like the rest of the world, has been paying close attention to the abhorrent actions undertaken by Russian President Vladimir Putin, enough to heed the advice of the Australian Federation of Ukrainian Organisations and boycott Russia.
Money Management Original
Suits you, sir
In the last few weeks, there has been a general shift towards staff returning back to the office and appearing at face-to-face events again as Omicron cases die down.
Money Management Original
Rain, rain, go away
With so much rain falling over the country, to devastating effect in many places unfortunately, the promotional umbrellas that Outsider receives from asset management firms are finally being put to good use.
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