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MM Newsletter
30 May 2024
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Latest News
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Financial planning
Can advice restructure save Insignia from departing advisers?

Insignia’s advice reorganisation could solidify its reputation as Morningstar warns the firm’s brand integrity and profitability are at risk from declining adviser numbers.

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Financial planning
The trust equation in advice

Financial advisers report experiencing trust issues from consumers still distrustful after the Hayne royal commission and in their own staff, but overall trust levels are on the rise.

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Promoted Content
More Super power to you

Enhance the value of your advice and empower more Australians to achieve their super goals. Innovation that delivers.

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Funds management
Melbourne fund manager sees AFSL suspended

ASIC has suspended the AFS licence of a Melbourne fund manager responsible for six managed investment schemes.

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Financial planning
Former ASIC deputy chair to head up
AFCA panel

Former ASIC deputy chair Peter Kell is to chair the Australian Financial Complaints Authority’s consumer advisory panel.

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Financial planning
Dixon Advisory to be expelled from
AFCA membership

Dixon Advisory is to be expelled by the Australian Financial Complaints Authority, preventing any new complaints being made against the firm.

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Funds management
Schroders to merge teams; fixed income head
to depart

Schroders Australia has become the latest asset manager to announce changes to its Australian investment teams, with head of fixed income Stuart Dear to depart after more than a decade.

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Podcast
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Editorial
Relative Return: The role of real estate in
a portfolio

In this episode of Relative Return, host Laura Dew speaks with Andrew Lockhart, managing partner at Metrics Credit Partners, about commercial property and real estate equity.

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