MM Newsletter
04 Aug 2023
Latest News
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ART’s role in building the next-gen of advisers

Australian Retirement Trust is actively recruiting financial planning graduates to provide intra-fund advice and believes super funds can be a great starting point towards graduates delivering comprehensive advice in the future.

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What could Insignia’s new model mean for AMP?

With Insignia launching a new co-equity model, AMP could look to follow in its footsteps, according to Adviser Ratings.

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ASIC suspends Perth-based AFS licence

The regulatory watchdog has suspended the AFS licence of NWQ Capital Management, trustee of two unregistered managed investment schemes, until January 2024.

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Pinnacle performance fees rebound in H2

Pinnacle’s performance fees strongly rebounded in H2 but its managing director, Ian Macoun, has bemoaned “insipid” fund flows during the full year.

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Former director pleads guilty to dishonest conduct

Almost three years after being arrested, a director has pleaded guilty to encouraging investors to roll over their superannuation in SMSFs and lend that money to his two companies.

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ASIC inquiry dispute continues as Labor appears in Senate

The war of words regarding ASIC’s provision of evidence to a Senate inquiry has continued as Labor senator Katy Gallagher appears in the Senate to provide an explanation of ASIC’s action.

Podcast
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Relative Return: The key to successful lending

In this episode of Relative Return, host Phil Tarrant chats to Andrew Lockhart, managing partner at Metrics Credit Partners, to share his insights on the current state of the lending market and what he learnt from his banking past.

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