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MM Newsletter
17 Sep 2024
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Latest News
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Financial planning
Advice sector offsets double-digit losses

The industry has regained the majority of losses seen in the previous week, with one licensee seeing a gain of six new advisers.

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Financial planning
The 3 factors preventing business growth

A recent financial advice market update has identified three factors that are holding businesses back from achieving their full potential, while a business consultant has shared where she commonly sees firms come unstuck.

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Promoted Content
Market Volatility Playbook: Defensive Tools for Investment Portfolios

A global market sell-off in August and concerns around the Fed’s approach to rate cuts have prompted investors to consider reassessing their portfolio allocations.

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Financial planning
Are advisers entering a new ‘golden age
of advice’?

Research from CoreData has seen trust levels in financial planners return to pre-royal commission levels, as this CEO underscores the impact of strong optimism in the advice industry.

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Funds management
DMX and Monash provide update as
merger completes

Two Australian small-cap asset managers have completed their merger after announcing the news in July this year, while providing an investment update.

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Funds management
How long can GQG Partners’ success continue?

Stronger fund flows and a shift to higher-margin funds has benefitted GQG Partners lately but investors are underestimating the risk of performance mean reversion, according to Morningstar.

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Features
Combined AMP/Entireti practices to create
mega licensee

Once the AMP advice sale to Entireti is completed, the size of the combined licensees will be almost double that of the second-largest licensee Count, and the deal is being positively received by commentators and shareholders.

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