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| 07 October, 2021 |
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| Latest News |
| Money Management Original | | Benefit of more support staff outweigh costs | | Financial advisers looking to increase their client meeting time should look to more support staff whether they are in the office or virtual assistants, according to an adviser. |
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| Sponsored Content | | 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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| Sponsored Content | | FE fundinfo to make DDO Data and TMDs available to Advisers | | Advisers will soon be able to incorporate DDO data and TMD documents in their portfolio construction and client reporting as FE fundinfo announces that they will be integrating DDO data and TMD documents into their suite of products, including the flagship research tool FE Analytics. |
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| Money Management Original | | Why we should rethink the 60/40 portfolio | | The portfolio split of 60% equities and 40% bonds has been a mainstay in investing for decades but according to Sebastien Page from T.Rowe Price, it is time to move to a more tailored approach. |
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| Money Management Original | | Net zero a ‘nuanced’ concept | | Achieving net zero emissions will require engagement with companies highly exposed to climate risk – a concept that is not appreciated for the nuance required, according to a panel. |
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| Industry News | | CSLR delay pauses adviser complaint progress | | A significant number of complaints made to the Australian Financial Complaints Authority have been paused due to the delay in the compensation scheme of last resort legislation. |
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| Industry News | | Robeco appoints CEO | | Deputy chief executive Karin van Baardwijk has been promoted as current CEO, Gilbert Van Hassel, will relocate to New York at the end of the year. |
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| Industry News | | Zenith acquired by FE fundinfo | | The acquisition aims to bring together the two fund data and research providers in the APAC region and Europe with a complementary set of asset manager and adviser-focused services. |
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| Industry News | | ASX firms put focus on greenhouse gas emissions | | Greenhouse gas emissions and alignment with the Paris Agreement are the biggest areas of focus for ASX companies followed by diversity and governance, according to findings from Perennial Partners. |
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| Toolbox |
| Industry News | | Downsizer contribution rules and strategies | | John Perri answers common questions on downsizer contribution strategies and explains the key rules and eligibility criteria to utilise the option for clients. |
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