MM Newsletter
  03 March, 2022
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Money Management Original
Vertically-integrated advice not a panacea to industry problems: Jones
A “hard-headed discussion” is needed about the possibilities of vertically-integrated advice, according to Labor’s Stephen Jones, as he believes it is less simple than is portrayed.
Money Management Original
The AFSL regime should not be 'one size fits all'
The Stockbrokers and Financial Advisers Association (SAFAA) has urged the Australian Law Reform Commission (ALRC) to consider stockbrokers as distinct from financial planners and not apply a “one size fits all” approach.
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Money Management Original
Building value by creating an ecosystem
Financial advisers could improve their value proposition by offering a ‘one stop shop’ for clients to reach other services such as accountants and solicitors, simultaneously creating a referral network for their own services.
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Money Management Original
Hume addresses adviser mental health
Responding to a question about adviser mental health, Senator Jane Hume, said her vision for the advice industry was that it would ‘thrive and flourish’ in the future.
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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.
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Money Management Original
Advisers should not be seeking ‘white whale’ tech solution
Advisers need not wait for a ‘holy grail’ technology solution as there are plenty of specialised software solutions out there that can drive efficiency in firms, according to the founder of iFactFind.
Industry News
Aussie online investors continue to grow in H22021
The number of Australian online investors continued to rise in the second half of 2021, helped by emerging brands continuing to expand their reach.
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Expert Analysis
Money Management Original
The runway to real retirement success
With popularity growing for holistic advice, writes Joanne Earl, there is further investigation to be done into why few people seek advice on their retirement.
Toolbox
Money Management Original
Earnings acceleration a valid means of equity selection
Earnings acceleration is an underexamined metric that can add important diversification benefits to portfolio construction and provide investors with an additional tool, writes Laura Granger.
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