MM Newsletter
  25 February, 2021
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Money Management Original
IOOF expects adviser departures
IOOF is making no apologies for adviser exits as it pursues an advice strategy based on the removal of product subsidies and higher numbers of self-employed and self-licensed advisers.
Industry News
ClearView commits to advice on back of earnings growth
The publicly-listed insurer has reported a 39% increase in operating earnings after tax to $13.1 million for the first half of 2021, underpinned by strong claims performance.
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Money Management Original
Move away from bank platforms boosts Pengana fund
Exposure to the three leading wealth platform stocks has helped the Pengana Emerging Companies fund so far this year as smaller players outpace traditional bank-owned platforms.
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Industry News
Aussie value stocks appeal over global ones
Australian value stocks have seen an upturn in performance since the COVID-19 vaccine announcement and this will likely lead to value outperforming over growth equities, according to Martin Currie.
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Does a sustainable approach improve investment outcomes?
The research on ESG and sustainable returns is investing in the approach does not sacrifice returns, or cost the investor more, and may enhance both risk and return. What has been the experience at Ausbil?
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Industry News
FPA names first 2021 winner of Gwen Fletcher Memorial Award
Melbourne-based financial planner Renato Manias has received the award which is given out each semester to the best-performing student in the CFP certification program.
Industry News
Life Partners selects FINEOS platform
New Zealand life and health insurance provider Partners Life has chosen FINEOS as its new claims system.
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Industry News
T. Rowe appoints distribution lead
Jacquie Arnott has been appointed by the global asset manager to lead its wholesale and family office distribution for Australia and New Zealand.
Industry News
IOOF post strong half
IOOF’s acquisitions and consequent strategies have seen it post a solid first-half and deliver a special dividend.
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Industry News
Australian Ethical NPAT up 17%
Australian Ethical has announced its funds under management has reached over $5 billion during the first half of FY21.
Industry News
Aviva appoints real estate CIO
Daniel McHugh has been appointed by Aviva Investors as chief investment officer of its real estate business, replacing Mark Versey who has been appointed as chief executive.
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Money Management Original
The recipe for successfully advising on sustainable investments
Jessie Pettigrew shares how financial advisers can best work with their clients to help them navigate the environmental, social and governance investing landscape.
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