MM Newsletter
  15 September, 2020
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Money Management Original
Intrafund advice must leave clients better off says ASIC
Intrafund advice must be seen to leave clients better off or it will likely fail best interests, according to the Australian Securities and Investments Commission.
Money Management Original
How some people paid nearly $300 for free super early release
At least two companies were warned by the regulator to stop charging fees ranging from $199 to $299 for facilitating superannuation early release when the process is meant to be free.
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Dollar outlook dims
Portfolio Manager Anujeet Sareen reviews why the four key forces supporting the US dollar may be in retreat.
Money Management Original
Fixed income offers 'absolutely zero protection'
Investors will increasingly move to real estate and inflation-linked bonds for volatility protection, according to Saxo Markets.
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Industry News
Findex and Padua form partnership
Padua will provide transition management services and paraplanning to Findex financial advisers.
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This stochastic modelling tool offers a realistic understanding of the level of income retirees can sustainably withdraw.
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Industry News
IIG launces impact fund
Impact Investment Group has launched a $70 million Impact Alternatives investment fund following client demand.
Industry News
Managed accounts FUM steady in 1H20
Managed accounts’ funds under management only experienced a modest increase of $0.42 billion to $79.91 billion at the end of June, according to data.
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Industry News
Realindex appoints senior quant manager
First Sentier Investors-owned Realindex Investments has appointed Dr Joanna Nash as senior quantitative portfolio manager.
Industry News
DNR Capital launches Aussie equity income fund
DNR Capital has announced the launch of its Australian Equities Income fund to offset the current low interest rate environment.
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Industry News
CFA Institute selects chair
The CFA Institute has appointed Daniel Gamba as chair of the board of governors, while Maria Wilton will be the new vice chair.
Industry News
Post-COVID factors meriting investor consideration
According to Brandywine Global, there are several post-COVID economic factors that merit investor consideration.
Industry News
Tax-preferred status of super being placed at risk
One of the founders of Australia’s superannuation regime, former Keating adviser, Dr Don Russell, has warned that early release super and suggestions of using it for housing places its current tax-preferred status seriously at risk.
Industry News
AMP announces new MyNorth managed portfolios
AMP’s Invest Blue and Russell Investments have developed new managed portfolios which will be offered through AMP’s wrap platform MyNorth.
Industry News
Aus Unity appoints property business GM
James Goodwin has been appointed general manager – investment and origination for Australian Unity’s property business.
Expert Analysis
Money Management Original
How many slaves are in your superfund?
This is the first reporting period that firms will have to comply with the Modern Slavery Act, writes Liana Brover and Timothy Stamp, so how can businesses ensure they are investing ethically?
Money Management Original
Turning the tide from passive investment
As investment management firms seek to differentiate themselves to attract clients, Julian Morrison explores what steps firms can take to stop the flood of clients to passive management.
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