MM Newsletter
  01 July, 2021
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Money Management Original
Orphaned clients will be 'off the charts'
The next 12 months will see more clients being orphaned as advisers struggle to justify certain clients under the ongoing fee arrangements, according to Lifespan.
Money Management Original
Are managed accounts facing a barrier?
Over 70% of advisers are using or plan to use managed accounts, but advisers aren’t following through on maximising clients’ funds in them, according to Evergreen Consultants.
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Enhance the return profile of defensive portfolios
Hear from Tim Dowling as he discusses the income and growth challenges faced by retirees and how a new defensive alternative can help achieve better outcomes for your clients.
Money Management Original
ASIC crypto consultation welcomed
The creators of cryptocurrency fund Monochrome have praised the regulator’s consultation into cryptocurrency strategies as it considers launching a Bitcoin exchange traded fund.
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Industry News
CHOICE calls on Govt to act on CSLR
Wrongdoing by bank executives will continue to go unpunished if the Government does not legislate the Compensation Scheme of Last Resort and Financial Accountability Regime, the consumer advocacy group believes.
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Reimagining buildings on the journey to net zero
Approximately one third of all global carbon emissions come from the real estate sector. First Sentier Investors Head of Global Property Securities, Stephen Hayes, highlights the opportunity set for investors in the coming decade.
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Money Management Original
Continuous disclosure bill is ‘foolish and dangerous’: Senate
A Senate committee has slammed the Government’s bill on continuous disclosure requirements, describing the measure as a “textbook example of how Governments should not develop legislation”.
Industry News
Traditional portfolios no longer work
Portfolio construction in the new world will take investors deeper into fast-growing sectors, such as energy transition and healthcare innovation, invest across private markets and look at emerging markets, according to Schroders.
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Industry News
Super trustees to expect further advice fee oversight by regulators
The corporate and prudential regulators have put superannuation trustees on notice that they can expect a further follow up on their advice fee practices and that they expect funds to have proper processes in place by 1 July, 2021.
Industry News
Fitzpatricks appoints Vic manager
Daniel Proietto has been appointed as Victorian regional manager for Fitzpatricks Private Wealth.
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Industry News
ASIC releases consult on market integrity rules
The corporate regulator has released a consultation on proposed amendments to market integrity rules, which will close on 6 August.
Industry News
Former Ignition CEO moves to Saxo
Former Ignition Advice chief executive, Manish Prasad, has taken a new role as head of asset management-Asia Pacific at Saxo Markets as the firm expands its offering.
Industry News
ASIC consults on crypto-based ETPs
The Australian Securities and Investments Commission is seeking feedback on proposals about exchange traded products and other investment products that provide investors with exposure to crypto-assets.
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Money Management Original
The role of top-down analysis in responsible investing
There are two approaches to responsible investing, top-down and bottom-up, writes Angela Ashton, but how they do differ and is one preferable to the other?
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