MM Newsletter
28 Apr 2023
Latest News
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A state-by-state look at the adviser landscape

The latest annual Adviser Ratings Landscape report has revealed state-wide statistics of which ones are coming out on top by increasing their clients and their funds under advice.

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The changing financial goals of Australian investors

As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Research.

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Perpetual Wealth Management buoyed by market rebound

Positive market movements have propelled a multibillion-dollar boost to the group’s wealth management business.

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Former Olympian to lead Ord Minnett’s private wealth team

A former Olympic medallist with over 18 years of experience in financial services has been appointed head of private wealth at the national wealth management group.

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Iress expands super fund digital advice offerings

Hostplus and Industry Fund Services are the latest sign-ups to Iress’ new tool that combines digital advice with personalised financial education based on member demographics and preference data.

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MLC managed accounts strategies hit $1bn FUM mark

Less than three years since it was launched, MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management.

Outsider
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Commotion at the association

When it comes to a business merger, achieving the voting approval can be just the first step.

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Running and regulating

When it comes to human interest stories, the Australian Prudential Regulation Authority is keen to let the organisations it regulates know its staff are more than just faceless automatons.

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An extra 26 days for golf

Outsider is hopeful of the news from advice firm Invest Blue that it is trialling a move to a nine-day fortnight for its staff.

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