MM Newsletter
  27 September, 2021
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Latest News
Money Management Original
Adviser numbers among largest groups drop to new lows
The Money Management 2021 TOP Financial Planning Groups survey has found the number of advisers operating under the largest financial planning groups in the country has dropped to around 11,500.
Money Management Original
Risk advisers need to make clear insurance expectations
Risk advisers need to ensure their clients know that level premiums are not a guarantee and what to expect when their first-year discounts expire, according to life insurers.
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Money Management Original
Pro bono work needed to reduce advice gap
Including one day a year pro bono work as continuing professional development could help to reduce the advice gap and boost the advice industry’s reputation within the community.
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Money Management Original
Advisers stuck in the ‘old world’ of financial advice
Advisers need to step up and deliver financial advice in the same way that consumers are interacting with their finances.
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Money Management Original
Hyperion expands team as it focuses on growth
Hyperion has made three appointments to its team, including a head of risk and compliance who joins from Northcape Capital.
Industry News
SMSF COVID-19 relief measures extended
Self-managed superannuation fund trustees could be exempt from certain compliance actions as the Australian Taxation Office has extended relief measures as a result of COVID-19 until 30 June, 2022.
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Industry News
AMP Capital appoints energy MD
AMP Capital has appointed Bopha Ly to the role of managing director, energy for its infrastructure equity business, making her responsible for its investments in firms including Endeavour Energy and New Zealand’s Powerco.
Industry News
Australian Ethical launches ethical multi-asset fund
The fund would provide exposure to unlisted property holdings and invest in climate technologies, renewable energies, medtech and biotech.
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Industry News
Dealer groups and advisers create barriers to market access for funds
A report from the corporate regulator and Deloitte found platforms and research houses created barriers to entry, and managed accounts structures could potentially create conflicts of interests.
TOP Financial Planning Groups
Money Management Research
Adviser numbers reach new lows
Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas of the largest groups has dropped to new lows, Oksana Patron writes.
Editorial
Money Management Original
Is the Government’s inquiry into capital concentration a result of their own doing?
While the Government has called the inquiry “urgent”, what is perhaps more urgent is handling the advice industry given droves of advisers are leaving the industry due to the mounds of regulation.
InFocus
Money Management Original
InFocus: Common ownership: genuine risk or partisan wedge issue?
Although seemingly having good intentions for the public, Chris Dastoor writes, political battle lines have taken priority in the common ownership inquiry.
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