Merry Christmas from Money Management
This is the final Money Management e-newsletter for 2019.
The entire team at Money Management wishes our readers a safe and happy Christmas and a prosperous 2020.
The Money Management e-newsletter will resume publication on Monday, 6 January, 2020 although, in the interim, we will publish any breaking news relating to the industry if we believe it is warranted.
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Compared to four years ago when the divide between boutique and large licensees were largely equal, adviser movements have seen this trend shift in light of new licensees commencing.
As ongoing market uncertainty sees advisers look beyond traditional equity exposure, Fidante has found adviser interest in small caps and emerging markets for portfolio returns has almost doubled since April.
CoreData has shared the top areas of demand for cryptocurrency advice but finds investors are seeking advisers who actively invest in the asset themselves.
With regulators ‘raising the bar’ on retirement planning, Lonsec Research and Ratings has urged advisers to place greater focus on sequencing and longevity risk as they navigate clients through the shifting landscape.
