MM Newsletter
  16 March, 2022
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Latest News
Money Management Original
Clime commits to increasing adviser network
Bucking the trend of declining adviser numbers, Clime Investment Management wants to increase its adviser network by 5%-10% over the next calendar year.
Money Management Original
M&A prices buoyant for financial services
Transaction prices for M&A in the financial services sector remain buoyant, according to HLB Mann Judd, but targets are often reluctant to sell up.
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Grow your practice with sustainable investing
86% of Australians expect their super or investments to be invested responsibly and ethically, is now the time to look to ESG and sustainable investing to grow your practice?
Industry News
ETF investor numbers up
The number of exchange traded fund investors has climbed to over 1.7 million, with new investors being younger and more likely to be female compared to five years ago.
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Industry News
New member appointed to FRAA regulatory watchdog
Allens partner, Fiona Crosbie, has been appointed to the Financial Regulator Assessment Authority, just days after fellow partner, Michelle Levy, was appointed to lead the Quality of Advice Review.
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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Industry News
Delivery of Quality of Advice review ‘questionable’: AIOFP
The industry is tired of reviews being passed onto third-parties, according to an industry expert, and advice must be separated from product for the review to be successful.
Industry News
PIMCO to launch first LIC
PIMCO has been seeking to raise $500 million for its first listed investment trust for Australian investors, the PIMCO Global Income Opportunities trust.
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Industry News
Synchron snapped up by WT Financial Group
WT Financial Group, the ASX-listed parent of Wealth Today, has acquired Australia’s largest privately-owned financial adviser group, Synchron for $7.96 million.
Features
Money Management Original
Walking the tight rope of inflation
Like death and taxes, market volatility is an inevitability, Liam Cormican writes, so how are fund managers walking the tight rope of inflation with their investments?
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Expert Analysis
Money Management Original
Inflation risk in retirement income
With inflation on the rise, Aaron Minney explores how this will impact the long-term futures of retirees and how they can mitigate against it in their portfolios.
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