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| 09 September, 2021 |
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| Latest News |
| Money Management Original | | CountPlus receives more JobKeeper than forecast | | CountPlus’ subsidiary and associate firms received over $3 million in JobKeeper in FY21, some 11 times more than the firm’s initial forecasts of around $260,000. |
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| Money Management Original | | Most adviser fee models are not producing acceptable profit | | Most ongoing fee models do not recognise client complexity, the regulatory and legislative environment, varying business costs, and advisers are not valuing their advice enough to produce sustainable profit, according to a financial advice consulting firm. |
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| Industry News | | Super disclosure regime to harm retirement outcomes | | Disclosing the precise value of privately held assets will compromise super funds from being able to effectively implement investment strategies, according to the Australian Institute of Superannuation Trustees. |
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| Sponsored Content | | Where leading investors find value in emerging markets | | While valuations are stretched in the developing world, emerging markets equities remain relatively attractive. Realindex Investments Senior Quantitative Portfolio Manager Dr Joanna Nash looks at how investors can gain a top down exposure to the growth opportunity, without falling into the trap of becoming overweight to index-dominant China. |
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| Industry News | | EQT appointed as RE to Haven Wealth Partners | | Equity Trustees has been appointed as a responsible entity for Haven Wealth Partners, which launched its first ‘deep green’ Australian fund in response to strong demand from a rising number of ethical focused investors. |
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| Industry News | | M&A activity boosts Macquarie AUM | | Acquisitions helped Macquarie Asset Management grow its assets under management by 22% but base fees and performance fees were both down during FY21. |
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| Features |
| Money Management Original | | The opportunity in IPOs | | As initial public offerings recover after a slowdown in the pandemic, particularly in the small-cap space, funds are divided in their support of them, Laura Dew writes. |
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| Money Management Original | | Estate planning not just for clients | | While financial advisers help clients with their estate plans, they would do well not to forget their own especially if they own their advice practice, Jassmyn Goh finds. |
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| Toolbox |
| Money Management Original | | The protection equation | | Traditional sources of safety and protection for capital have been turned on their heads and Tim Dowling finds how advisers can help safeguard retirement portfolios in a low-yield world. |
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