MM Newsletter
  10 January, 2022
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Latest News
Money Management Original
AFA’s Anderson positive on advice profession
The financial advice profession is seeing a move away from legislation implementation and the Association of Financial Advisers’ new chief executive is hoping this will lead to an environment more conducive to the delivery of advice.
Money Management Research
Which market performed best in 2021?
As the pandemic dragged on for a second year, which global market best navigated the uncertainty and volatility?
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Economic Whiplash?
While there were several anomalous economic developments in 2021, the biggest was inflation. Brandywine Global experts across asset classes review how these anomalies may evolve and shape global markets and the economy in 2022.
Money Management Original
Unprofitable firms to be treated harshly in rising rate environment
Investors will become more impatient and give unprofitable firms less leeway when it comes to achieving financial results in a rising rate environment, according to Redpoint.
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Industry News
SJP mandate termination hurts Magellan FUM
Magellan Financial Group has seen outflows of $1.5 billion in the December quarter, in addition to a $23 billion reduction from the termination of a mandate with St James’s Place.
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ESG Investing - Where to for Australia?
ESG investing continues to be an area of growth and focus for asset managers, financial advisers, and investors, alike. What does this mean for Australia’s investment sector?
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Industry News
Sequoia acquires legal practice
Sequoia Financial Group has announced the completion of the acquisition of the incorporated legal practice previously known as Topdocs Legal.
Industry News
RE private debt investors less worried
Investors with money in private real estate debt are less stressed compared to equity investors, according to AltX.
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Industry News
Tracking error management needed for YFYS test
A portfolio tracking error of 2% to 3% is the sweet spot for superannuation funds with the luxury of an eight-year investment time horizon for their active risk, according to Schroders.
InFocus
Money Management Original
InFocus: Successful advice firms will need new operating model
Financial advice businesses will need a new operating model if they want to remain successful which will be underpinned by technology creating more efficiencies, writes Oksana Patron.
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