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23 September, 2021 |
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Latest News |
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Money Management Original | How to ‘thrive’ in financial advice | Delegating tasks away and taking a proactive approach to change are among recommendations for advisers to ‘thrive’ in an industry filled with regulation. |
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Sponsored Content | Where leading investors find value in emerging markets | While valuations are stretched in the developing world, emerging markets equities remain relatively attractive. Realindex Investments Senior Quantitative Portfolio Manager Dr Joanna Nash looks at how investors can gain a top down exposure to the growth opportunity, without falling into the trap of becoming overweight to index-dominant China. |
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Money Management Original | Risk specialists future is positive: Zurich | Despite specialist risk advisers unable to currently grow their businesses, the need for life insurance is emphatic and new advice models will help their future, according to Zurich. |
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Money Management Original | Vanguard accused of being a ‘lazy’ investor | The fund manager dismissed the notion and claims that it does not takes corporate governance seriously despite never proposing a motion or resolution during an annual general meeting of its holdings. |
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Money Management Original | Equities remain attractive despite volatility | Investors should not be concerned with current market volatility as there are plenty of equities with healthy balance sheets that are expected to prosper in the long-term, according to Fidelity. |
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Industry News | ASIC bans former Sydney portfolio manager | The corporate regulator has banned former Sydney-based dealer and portfolio manager at Regal Funds Management, Dylan Rands, for five years on the grounds of market manipulation. |
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Industry News | ASIC confirms exam pathways for career breaks and secondments | Advisers who have taken a career break or a secondment by the end of 2021 will not be considered a new entrant when they wish to return to their adviser role but will have to pass the exam before being considered a ‘relevant provider’ again. |
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Money Management Original | Sustainable ETFs not so sustainable | Stock weightings of ‘sustainable’ passive exchange traded funds are overwhelmingly driven by market capitalisation not climate scores, taking capital away from companies with the most potential for positive change, according to research. |
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Toolbox |
Industry News | Breaking up is hard to do | When it comes to divorce and separation, Alex Koodrin examines why it is important to talk with clients about the implications for life insurance sooner rather than later. |
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