Merry Xmas. Money Management will be back in January
This is the last Money Management e-newsletter for 2006.
We wish all our subscribers and readers a very merry Christmas and a safe and prosperous 2007.
The Money Management e-newsletter will return on Monday, January 8, 2007.
AUTHOR
Mike Taylor
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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.
