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17 March, 2022 |
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Latest News |
Money Management Original | Unpacking the personal advice DDO carve-out | Advisers providing personal advice may have an exemption regarding complying with Target Market Determination but confusion remains around proving the use of the information obtained. |
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Money Management Original | Synchron acquisition brings benefit of scale to WT Financial | WT Financial Group’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates the third-largest financial planning group in the country by adviser numbers. |
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Sponsored Content | Revitalising lifetime income | Until we have the power to predict exactly how long we’ll live, retirement planning will be complex. Fortunately Challenger make it easier with an expanded range of lifetime annuities. |
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Money Management Original | Ukraine war stokes stagflation concerns | Despite a small contraction in global gross domestic product expected by economists following the conflict in Ukraine, fund managers have set their sights on stagflation. |
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Sponsored Content | 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. |
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Industry News | Frontier targets Asia with strategy head hire | Advisory business Frontier has hired Megan Mulia as its head of strategy, responsible for corporate strategy and driving growth for the firm as it sets its sight on Asian markets. |
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Industry News | FSI appoints three to RI team | First Sentier Investors has expanded its responsible investment and corporate sustainability capabilities with three appointments. |
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Expert Analysis |
Money Management Original | Web 3.0 – Are you ready Player One? | Theo Maas explores the latest technology trend and how investors can get involved in the newest Metaverse universe. |
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Toolbox |
Money Management Original | The case for investing in global credit | When used for diversification purposes in a portfolio, writes Richard Quin, global credit can offer higher income for investors with less risk than equities. |
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