MM Newsletter
  21 July, 2022
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Latest News
Industry News
EI skills needed for life insurance claims
Concerns about upsetting bereaved clients or explaining declined insurance claims are causing stress for advisers, according to TAL, highlighting the need for training in emotional intelligence.
Industry News
IPO market hit by broader market downturn
The initial public offering market has shrunk in the last few months, bucking the trend of high listings that the market has seen in the previous 18 months.
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Advisers should treat exotic ETFs with caution
A low-cost, diversified core portfolio with only a few exciting satellite ETFs may be the best way for advisers to help clients build wealth without taking on too much risk.
Industry News
Fund manager sentiment drops to ‘dire levels’: BofA
Record numbers of investors are pessimistic about the prospects for the economy, driving further risk-off moves.
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Industry News
Franklin Templeton appoints AU/NZ head
Franklin Templeton has appointed Felicity Walsh as managing director and head of Australia and New Zealand.
Industry News
Two-thirds of Aussies delay end of life planning
About 90% of Australians believe end-of-life planning is important according to new research, but two-thirds have flagged challenges that are preventing them from taking action.
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Industry News
Unregistered MIS operator charged with $36.5m fraud
An unregistered managed investment scheme operator in Western Australia has been charged with defrauding investors of $36.5 million in 50 counts of fraud.
Industry News
Treasurer launches RBA review
Treasurer Jim Chalmers has launched a review of the Reserve Bank of Australia to ensure it is the “world’s best central bank”.
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Expert Analysis
Money Management Original
Being wary on high yield and private debt
Paul Strano writes how the global rising rate environment will affect yields offered by Australian fixed income assets and which areas investors could consider.
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Money Management Original
Grandfathered or Deemed?
Anna Mirzoyan examines how grandfathering affects income support payments and how factors such as paying for aged care can impact them.
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