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| 11 November, 2020 |
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| Latest News |
| Money Management Original | | Advisers query ASIC role in academics' FASEA submission | | A designation of work by two Griffith University academics as “consultancy/commercial research” has raised questions about the status of a 2018 submission to the Financial Adviser Standards and Ethics Authority consultation around the code of ethics. |
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| Industry News | | Bristow exits Clime | | Rod Bristow has resigned from Clime Investment Management with immediate effect. |
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| Money Management Research | | Does the 60/40 split have a future? | | The 60/40 split between equities and bonds has been a reliable strategy for mixed asset allocators in the past, but the new market environment has challenged the future of this strategy. |
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| Money Management Original | | Key Godfrey Pembroke firm moves to Count Financial | | In a significant shift amid the transition of advice firms from MLC Wealth to IOOF a key Godfrey Pembroke firm, Ascent Private Wealth has opted to break ranks and move to Count Financial. |
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| Industry News | | Fake tax agent fined $40k | | Arlene Caolboy has been fined $40,000 for claiming she was a registered tax agent and unlawfully providing tax agent services. |
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| Industry News | | AAT upholds SMSF adviser ban | | The corporate regulator’s ban on Perth self-managed super fund adviser Wayne Blazejczyk has been upheld by the Administrative Appeals Tribunal. |
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| Features |
| Money Management Original | | Planners choose Morningstar | | For the first time in more than four years financial planners have chosen Morningstar as their preferred research house, effectively ending the long-lasting reign of Lonsec, Oksana Patron writes. |
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| Money Management Original | | Change should be driven by industry, not regulators | | As a part of its wealth management series, Money Management speaks to financial planning groups and asks them to share their views on the industry in a new environment. This month, Money Management spoke to Adrian Gervasoni, executive manager, advice solutions at Industry Fund Services (IFS). |
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