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MM Newsletter
06 Aug 2024
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Latest News
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Financial planning
An evolving advice landscape by 2050

Research has forecast how financial advice landscape demographics could look in 2050, including how many more Australian consumers will need complex advice.

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Financial planning
Choosing the right successor for your
advice practice

Money Management explores the pros and cons of appointing a younger staff member as your successor, and why financial advisers shouldn’t underestimate their skills.

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Promoted Content
What if AI is even bigger than electricity?

Artificial Intelligence (AI) could be the biggest productivity booster since electricity, transforming every industry. At times like this, we avoid the hype by staying curious and asking the right questions so we can deliver better outcomes.

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Financial planning
HNW wealth managers announce merger

Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them.

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Financial planning
FSC calls for regulation shake-up

The Financial Services Council has recommended changes to regulatory design as millions more consumers are expected to need advice in the coming years.

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Financial planning
Former Escala Partners co-founders join
LGT Crestone

LGT Crestone has made two senior hires to its Melbourne office to boost growth in its high-net-worth and family office services, making 10 appointments from Escala Partners.

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Financial planning
Perth practice embarks on internal
succession plan

Perth-based estate planning specialist Succession Matters has announced a partner appointment as the firm prepares its own business succession plan.

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Expert Analysis
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Expert Analysis
Mastering intergenerational wealth transfer conversations with clients

Conversations about the intergenerational wealth transfer involve imparting financial wisdom and fostering a legacy of financial literacy and security with your clients, writes Jonathan Scholes.

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