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MM Newsletter
19 Jul 2024
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Latest News
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Financial planning
Adviser numbers see triple-digit gains FYTD

Despite concerns about 2024 being a weaker year for adviser growth, the net gains for the financial year to date are exactly in line with the same time last year, although Wealth Data notes it is “still early days”.

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Financial planning
Insourcer or outsourcer: Which type of adviser are you?

A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsia.

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Promoted Content
Asset class insights: Partners’ perspectives from their respective fields

Learn from our partners how each asset class is performing, how it fits into client portfolios and where they are seeing opportunities.

Download the Portfolio Construction Guide 2025 now.
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Superannuation
Are you with Australia’s best growth superannuation fund of FY24?

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance.

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Financial planning
‘Generalist’ compliance staff flood market following remediation completion

The completion of remediation projects by firms such as AMP have led to an influx of compliance professionals entering the market, although they see pushback on their narrow skill set.

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Financial planning
Former Qld adviser permanently banned

A former Queensland-based financial adviser has been permanently banned by ASIC from providing financial services.

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Funds management
DNR Capital establishes global SMID boutique

DNR Capital has announced the launch of a specialist global small and mid-cap equity manager, as it also welcomes its second portfolio manager on board.

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Podcast
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Editorial
Relative Return: Advisers’ role in supporting the retirement transition

In this latest episode of Relative Return, host Maja Garaca Djurdjevic speaks with Justine Marquet, head of technical services at Allianz Retire+, to discuss the financial and emotional challenges that consumers face as they approach retirement.

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