MM Newsletter
  02 March, 2021
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Latest News
Money Management Original
No one yet prosecuted for calling themselves 'financial adviser'
The Australian Securities and Investments Commission has prosecuted many people for operating without an Australian Financial Services License but it appears no one has been prosecuted for using the restricted term “financial adviser” or “financial planner”.
Industry News
Restrict use of the word ‘advice’ unless that is what it really is
The word ‘advice’ should be extracted from intrafund, general, and robo because they are really just providing information.
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Money Management Research
Strong inflows into Chinese and technology equities
One out of every global emerging market dollar has gone into Chinese equities and one Chinese technology fund has returned over 110% over the last three years.
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Industry News
Aussie advice to change at faster pace than UK
Changes to the financial advice industry could happen at a faster rate here than in the UK, despite the synergies between the two markets.
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Industry News
RC into Aged Care recommendations welcomed
The final report of the Royal Commission into Aged Care was released last week and reverse mortgage specialist Household Capital has highlighted the potential uses retirees have for home equity.
Industry News
Iress announces complete solution for DDO
The financial services technology company will deliver an industry-wide solution to help firms meet the upcoming design and distribution obligations which will come into effect later this year.
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Industry News
Stretched valuations and inflation risks change asset allocation
The post-pandemic recovery in equities globally was uneven, both at the sector level and individual company level, according to First Sentier Investors.
Industry News
VanEck to launch two international ETFs
The two funds would give investors exposure to value stocks or international developed market small-cap quality growth companies.
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Industry News
T. Rowe Price opens research office in Shanghai
T. Rowe Price has announced it has opened an investment research office in Shanghai to strengthen equity research coverage and allow greater access for investors to a range of Chinese securities.
Industry News
Former financial adviser charged with deception
Ahmed Saad has been charged for operating an illegal early superannuation release scheme.
Expert Analysis
Money Management Original
Creating jobs that are safe for workers
Margo Lydon explains why it is time to change the narrative of ‘more jobs’ to one focused on giving people ‘better jobs’.
Money Management Original
The art of selling
As more retail investors enter the market, Lawrence Lam writes, it is as important for people to know when to sell a stock as when to buy it.
Money Management Original
Opportunities in a changed emerging market universe
Douglas Ayton identifies the bright spots of the emerging markets universe as the region recovers from the COVID-19 pandemic.
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Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia