MM Newsletter
11 Oct 2023
Latest News
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BT Panorama’s battle to ‘win advisers’ hearts and minds’

The decision by Westpac to retain the BT Panorama platform should be welcomed by the industry, according to platform researcher Recep Peker, as a way of intensifying platform competition and improving its functionality.

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Former CEO of failed stockbroker BBY charged

The former chief executive of failed stockbroker BBY has been charged with aiding, abetting, counselling or procuring fraud with each of the two counts carrying a maximum penalty of 10 years.

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Pengana Credit launches inaugural diversified global fund

Open to wholesale investors, the fund launch is the first in a diverse portfolio of global private credit investments in development by Pengana, with retail offerings to follow.

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How to service clients from Indigenous backgrounds

Linking with grassroots groups and ensuring First Nations people take the lead are key to servicing Indigenous clients, according to an Indigenous finance coach.

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Vista strengthens Millennial client base with strategic acquisition

The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your Money Now.

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60/40 portfolio more relevant than ever: State Street

Far from being the death of the 60/40 portfolio, State Street fixed income strategist Marie Tsang believes it is even more relevant than ever in the current market environment.

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All eyes on Australia’s inaugural sovereign green bonds

Markets have welcomed the announcement of Australia’s first-ever sovereign green bond, planned for mid-2024, though managers remind investors that not all green bonds are created equal and there’s still plenty to take into account.

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