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26 May, 2022 |
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Latest News |
Money Management Original | Looking beyond the Professional Year | One of the most important factors to a successful Professional Year (PY) strategy is for firms to look beyond the 12-month horizon and how a candidate can develop at the firm over the long-term. |
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Money Management Original | Communicating value in clear and simple terms | Communicating a client value proposition in clear and simple terms is crucial to running an advice practice and will lead to a more cohesive relationship with the client, according to panelists. |
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Sponsored Content | Commodities: Understanding the war in Ukraine | Russia and Ukraine are significant producers and exporters of natural resources. As such, the invasion of Ukraine by Russia has had an immediate impact on the supply of some commodities. |
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Money Management Original | Reaching the younger generation | Being user-friendly, tech-friendly and cost-effective are non-negotiables for the next generation of investors, with many having been burnt by assets such as cryptocurrency in the past. |
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Industry News | Millennials lead impact investing | Australian millennials and Generation X are leading the rise of impact investing among local investors, according to a global study conducted by American Century Investments. |
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Expert Analysis |
Money Management Original | Are some causes worth bending ESG rules? | Russia’s invasion of Ukraine has caused a line of thinking that investing in arms can be ESG if it’s for a good cause, write Victoria MacLean and Claire Jervis. |
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Toolbox |
Money Management Original | Keeping an SMSF investment strategy on track | There are specific requirements that only apply to trustees of self-managed superannuation funds, writes Tim Howard, including the allocation in their investment strategy. |
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