MM Newsletter
18 Oct 2023
Latest News
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1696305697/Money%20Management/family-discussion-adviser-mm_pizpqg.jpg
Advisers ‘in the box seat’ of upcoming wealth transfer: Fidelity

Seeking to help their loved ones achieve greater financial security through an inheritance, Australians are increasingly looking to advisers for estate planning and engaging the next generation, according to research.

Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1692768116/Money%20Management/andrew-alcock-hub24-mm_tettvv.jpg
HUB24 unveils solution to target lower balance clients

HUB24 has unveiled a new solution, which will be available from November, to allow the platform to meet the needs of its lower balance advised clients.

Read More
ef5f042ed0434fbd8d161285d95ae2a7.png
Sponsored Content
Ferrari: The Case for RACE (RACE IM)
Discover why RACE IM is not just a stock for Alphinity; it's a piece of history in the making, offering high returns, exclusive luxury, and automotive innovation.
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1655784437/Smart%20Property%20Investment/intro-images/839x487/climate-change-spi.jpg
Government acknowledges systemic climate risks in sovereign bonds case settlement

The government has acknowledged the Australian economy faces a “systemic risk” from climate change in a Treasury statement, culminating a three-year legal saga around the disclosure of financial risks in sovereign bonds.

Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1697498452/Accountants%20Daily/samone-mccurdy-WGEA-ad_hdnuhh.jpg
Old views of finance linger to deter women: WGEA

Perceptions linger around the link between financial services and maths, but the sector can change this to attract more women, according to an executive.

Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1690952734/Money%20Management/perth-CBD-mm_jv3mhw.jpg
PSK makes first WA acquisition

PSK Private Wealth has acquired Perth advice business Sage Financial Group as it expands its national footprint.

Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1693467692/Money%20Management/stock-market-mm_epxqpw.jpg
Fund performance crucial to flows recovery at Perpetual: Morningstar

Morningstar is confident that if Perpetual achieves strong fund performance, it will be able to recover its share price and reassure investors’ doubt over the Pendal merger.

Read More
Expert Analysis
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1681800407/Money%20Management/eductaion-mm_bwvgyf.jpg
The bottom-line benefits of taking on a PY adviser

Many advice practices believe that taking on Professional Year advisers will drain resources. But forward-thinking firms are putting them at the heart of their strategy to drive productivity and scale their business.

Read More
Facebook Twitter Linkedin

© 2023 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.