If you are unable to see the message below, click here to view online
MM Newsletter
03 Sep 2024
desktop timertrk_px
Latest News
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1684908846/Money%20Management/man-exit-mm_ng1qbr.jpg
Financial planning
Advice industry grows but major AFSL loses
4 advisers

Overall adviser numbers saw gains last week with 10 new entrants, according to Wealth Data, but a major licensee lost four advisers.

Read More
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1719815868/Money%20Management/AMP-building-mm_rp03sz.jpg
Financial planning
AMP BOLR objectors have their day in the sun

Members of the AMP BOLR class action have told the Federal Court in a two-day hearing that they would be willing to risk receiving no settlement at all in favour of going to an appeal.

Read More
32206b8d1be942399a5f5d626068096f.jpg
Promoted Content
How Bond ETFs Are Changing the Game

Australian investors have faced turbulent economic conditions in recent years. However, there is good news for those who want to alleviate some of this financial pressure.

Read more
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1685591803/Money%20Management/merger-puzzle-mm_js0pa0.jpg
Financial planning
Netwealth acquires Xeppo to help ‘licensees of the future’

The wealth management platform has completed its acquisition of 100 per cent of Xeppo, a data management and analytics tool, to create greater workflow efficiencies for financial advice businesses.

Read More
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1721889611/Money%20Management/gap-connect-mm_ksqjbs.jpg
Financial planning
South Australian advice firm makes acquisition

Adelaide financial planning firm Retirement Strategies has been acquired by independent advisory group Calder Wealth Management.

Read More
ea097b0cc4ef4989b2f720ce5990eb30.jpg
Promoted Content
Know your exits: maximising profits through valuation

A disciplined valuation approach includes a strong selling strategy. We outline five attributes to consider when building an exit strategy.

Read more
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1689205531/Money%20Management/russel-pillemer-pengana-mm_y7vivw.jpg
Funds management
Pengana looks to private markets for outsized FUM growth

Pengana is making a strategic reposition to have private markets become the dominant part of its business as it targets the asset class towards non-institutional investors.

Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/f_auto/q_auto/v1/Money%20Management/gavel-judge-court-mm_gnm5u8.jpg
Financial planning
Former Courtenay House director sentenced over Ponzi scheme

A former director of Sydney-based Courtenay House has been sentenced in the Supreme Court of NSW for his role in the operation of a Ponzi scheme.

Read More
desktop timertrk_px
Feature
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1713752257/Money%20Management/rocket-mm_u8cdgj.jpg
Features
The 7 megatrends set to transform the
advice ecosystem

A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers.

Read More
desktop timertrk_px
Facebook Twitter Linkedin

© 2024 Money Management. All Rights Reserved. You have received this email because you have subscribed to Money Management or a Momentum Media publication. This email has been sent automatically and you cannot reply to it. If you have any questions please contact us directly. You are subscribed to our Bulletin service with this email newsletter@newslettercollector.com. The contents of this newsletter are purely for your information. Click here to read our disclaimer.

Click here to update your email receiving preferences.

Click here to remove yourself from this list or call us on 02 9922 3300.