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MM Newsletter
28 May 2024
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Latest News
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Financial planning
Building a high-performing advice team

This senior consultant has emphasised why “playing the long game” of cultivating a desirable work culture is vital for high-performing financial advice firms and their teams.

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Funds management
Abrdn CEO exits troubled manager

Abrdn chief executive Stephen Bird is to depart the troubled fund manager, which has slashed hundreds of jobs, after four years as the firm “moves to fresh leadership”.

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Promoted Content
Annuities and high-net-worth clients: a strategy consideration

Meet Michael and Michelle, they are keen to leave their kids a significant benefit following their passing but also want the ability to spend comfortably and confidently in retirement.

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Financial planning
Super fund or adviser: Where do retirees turn
for help?

With superannuation funds and financial advisers being the top two sources of information for retirees, a TAL white paper has revealed which they turn to first.

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Financial planning
Clime to divest Madison in $2m sale

Clime has entered into a heads of agreement to divest Madison Financial Group to a rival licensee for $2 million.

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Financial planning
Senior industry execs join HeirWealth platform

Newly launched wealth technology platform HeirWealth has appointed multiple senior industry figures to its advisory board, including former MLC CEO Geoff Lloyd as chair.

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Funds management
T. Rowe Price hire to spearhead intermediary growth

The global asset manager has appointed a Sydney-based relationship manager from Netwealth to strengthen its partnership with the financial adviser community.

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Feature
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Features
Is now time to switch clients from cash
to bonds?

Asset managers have shared how it may be time for advisers to switch clients out of cash and term deposits and back into bonds.

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