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MM Newsletter
08 Apr 2024
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Latest News
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Financial Planning
Advice profession slips below 15.6k adviser mark

With a weekly loss of 14 advisers led by declines at Count Financial, the financial advice industry has fallen below the 15,600 line.

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Financial Planning
Dixon class action settlement delayed by Federal Court

The Federal Court of Australia has pushed back a decision on the class action settlement for two weeks.

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Funds Management
GQG forecasts continued FUM uptick amid ‘solid’ quarterly results

The fund manager has seen consistent growth in funds under management for the quarter in what it describes as a ‘solid start’ to 2024.

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Financial Planning
How to deliver quality responsible investment advice

Advisers need to expand their understanding of responsible investing in response to Australia’s increasing demand, according to an RI specialist.

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Funds Management
Magellan sees fifth monthly FUM increase despite slower pace in March

Although the fund manager continued to recover in March, the pace was slower compared to previous months.

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People & Products
New lead partner appointed to Perpetual’s wealth management division

The firm’s wealth management arm is welcoming an experienced corporate leader to its team.

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Feature
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Features
The outsourcing piece in the advice gap equation

Australian financial advice firms are increasingly looking towards outsourcing as a tool to optimise their business, two industry professionals share, freeing advisers to focus more on client-facing duties.

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