Tax deductible advice ‘a step in the right direction’

FPA/tax-deductable-advice/ATO/

| By Jasmine Siljic |

With an ATO review underway to make financial advice tax deductible, Tangelo Advice Consulting’s Conrad Travers has reiterated why this would be a positive step forward for the industry.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Younger investors lean into buy-and-hold strategies

OpenMarkets/online-trading/ETFs/young-investors/

| By Rhea Nath |

Funds management

Despite market volatility, Gen Y and Z investors are resisting selling pressures and opting for buy-and-hold strategies to build wealth, according to new data.

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Insignia Financial expands executive team

insignia-financial/Superannuation/

| By Rhea Nath |

People & Products

Insignia Financial has announced the appointment of a new chief risk officer (CRO) and chief member offi

Read more about:

insignia financial

Superannuation

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Investors at risk of making ‘costly mistakes’ amid advice access constraints

Policy-&-Regulation/

| By Charbel Kadib |
Financial planning

Removing regulators burdens and improving access to financial advice could prevent investors from making poor financial decisions amid mounting market uncertainty, according to the direct CEO of a major asset manager.

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Policy & Regulation

AUTHOR

Charbel Kadib

Charbel is an experienced financial services journalist, previously serving as news editor of The Adviser and Mortgage Business. Prior to joining Money Management, he also covered defence and national security developments as news editor of Defence Connect, Cyber Security Connect, and Space Connect. Charbel graduated from the University of Notre Dame with a double major in politics and journalism.

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Twitter

Relative Return: Welcome to a new era of structural inflation

Podcast/Relative-Return/

| By James Mitchell |
Editorial

In this episode of Relative Return, host James Mitchell catches up with Milford Asset Management’s Will Curtayne to find out why he believes property price growth will track wage growth over the next decade.

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Podcast

Relative Return

AUTHOR

James Mitchell

James Mitchell is a senior financial services reporter with over ten years experience. He has covered the Murray Inquiry, the Hayne royal commission and the evolution of Australia's financial intermediary sectors since 2011, with a focus on banking, superannuation, mortgages and wealth management.

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Former RBA boss Glenn Stevens knows inflation is deadly

inflation/RBA/australian-economy/

| By James Mitchell |
Funds management

Glenn Stevens knows all too well how long inflation can hang around for. This week, he warned Australians of the difficult road ahead.

Read more about:

inflation

RBA

australian economy

AUTHOR

James Mitchell

James Mitchell is a senior financial services reporter with over ten years experience. He has covered the Murray Inquiry, the Hayne royal commission and the evolution of Australia's financial intermediary sectors since 2011, with a focus on banking, superannuation, mortgages and wealth management.

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FSCP fully operational and will address ‘less serious’ misconduct: ASIC

ASIC/misconduct/FSCP/

| By Rhea Nath |
Policy & Regulation

Leah Sciacca, ASIC senior executive for financial advisers, has outlined some of the activities of the Financial Services and Credit Panel, which commenced operations last year.

Read more about:

ASIC

misconduct

FSCP

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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‘Financial catastrophe’ looms as new ETFs keep coming

fixed-income/bonds/ETFs/

| By James Mitchell |
Funds management

OPINION: Fixed income has been an overlooked and misunderstood asset class for most Australian retail investors. Hopefully, bonds have our attention now.

Read more about:

fixed income

bonds

ETFs

AUTHOR

James Mitchell

James Mitchell is a senior financial services reporter with over ten years experience. He has covered the Murray Inquiry, the Hayne royal commission and the evolution of Australia's financial intermediary sectors since 2011, with a focus on banking, superannuation, mortgages and wealth management.

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Ariel Investments launch EM offerings in Australia

Ariel-Investments/emerging-markets/global-equities/

| By Rhea Nath |
Funds management

The asset manager’s two new portfolios aim to offer Australian institutional investors exposure to emerging market companies with long-term earnings power at attractive valuations.

Read more about:

Ariel Investments

emerging markets

global equities

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Foresters welcomes new CIO

foresters-financial/Cbus/Australian-retirement-trust/investment-strategy/

| By Rhea Nath |
People & Products

The member-owned financial services company has announced the appointment of Michael McQueen, former chief investment officer at Media Super, to its executive team.

Read more about:

foresters financial

Cbus

Australian retirement trust

investment strategy

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Tax deductible advice ‘a step in the right direction’

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Younger investors lean into buy-and-hold strategies

AUTHOR

Rhea Nath

Rhea 's social profiles:

Insignia Financial expands executive team

AUTHOR

Rhea Nath

Rhea 's social profiles:

Investors at risk of making ‘costly mistakes’ amid advice access constraints

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Charbel Kadib

Charbel 's social profiles:

Relative Return: Welcome to a new era of structural inflation

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James Mitchell

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Former RBA boss Glenn Stevens knows inflation is deadly

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James Mitchell

James 's social profiles:

FSCP fully operational and will address ‘less serious’ misconduct: ASIC

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Rhea Nath

Rhea 's social profiles:

‘Financial catastrophe’ looms as new ETFs keep coming

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James Mitchell

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Ariel Investments launch EM offerings in Australia

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Rhea Nath

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Foresters welcomes new CIO

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Rhea Nath

Rhea 's social profiles:

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