MM Newsletter
  06 October, 2021
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Latest News
Money Management Original
What is the best way to measure the success of advice?
One of the most important ways to measure the success of the advice is the number of clients who have acted on advice given, according to Industry Fund Services.
Money Management Original
Focus on growing skills not ticking boxes in PY
Recognising the existing skills of provisional financial advisers is a good way for both businesses and candidates to get the most benefit out of their professional year rather than completing tasks for the sake of a tick box.
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The megatrends shaping property investments
Societal megatrends will have big implications for real estate – boosting some sectors and disrupting others. First Sentier Investors Global Head of Property Securities delves into the six trends shaping the next decade.
Industry News
Concerns super trustees do not need to oblige advice laws
The Financial Planning Association has recommended the Retirement Income Covenant include a clear obligation for trustees to adhere to personal and general financial advice provisions.
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Industry News
Govt makes CDR changes
Amendments to the consumer data right rules will help clients share their data easily and securely with financial advisers and other professionals.
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An alternative source of income
Times are tough for investors looking to add value through a defensive portfolio. Find out where commercial Real Estate (CRE) debt fits in a defensive portfolio with an income focus.
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Industry News
Easton expands offering to self-licenced practices
Easton Investments has announced an extension of its services to self-licenced financial advice practices, allowing licensees to access its practical quality advice platform.
Industry News
Equities supported despite US yield spike
With the recent jump in US Treasury yields spooking investors, the BlackRock Investment Institute is viewing the recent spike as a ‘benign adjustment’ and says equities and high yield bonds will remain supported.
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Industry News
OpenInvest launches platform
The firm hopes platform will help breach the advice gap by helping advisers incorporate a broader-base of clients.
Industry News
Global accounting profession unites to target zero net emissions
CPA Australia and Chartered Accountants Australia and New Zealand (CA ANZ), have joined 10 global and national accounting bodies to commit to net zero greenhouse gas emissions.
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Industry News
Perpetual acquires Laminar Capital
The acquisition of the specialist debt business would include a fixed income digital platform as Perpetual expands its digital presence.
Industry News
TAL offers mental health support to advisers
TAL has launched additional mental health insights to support licensees and financial advisers to manage their mental health.
Features
Money Management Original
Attracting female talent
In a bid to improve a lack of female participation in financial advice, firms are actively offering and supporting initiatives aimed at recruiting females, writes Laura Dew.
Money Management Original
Delivering a social dividend
Going beyond responsible investment screens, Chris Dastoor writes, investors want to see that their manager is creating a social dividend as well as financial returns.
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