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MM Newsletter
29 Apr 2024
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Latest News
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Financial planning
Candidate spike to prompt surge of new entrants

With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Data.

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Funds management
Platinum puts LICs under strategic review

Platinum Asset Management has put its two closed ended funds under strategic review in a bid to reduce the share price discount to pre-tax NTA and maximise shareholder value.

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Financial planning
NSW adviser permanently banned after exam falsification

An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC.

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Financial planning
AMP expands North range with diversified index managed portfolios

AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic.

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People & Products
Otivo looks to Silicon Valley for product hire

Financial advice platform Otivo has made an experienced appointment from the US as its head of product strategy.

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Financial planning
Did exam changes improve March’s pass rate?

ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year.

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Feature
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Features
‘Not like Wall Street’: Younger managers navigate first hiking cycle

After years of low rates, three younger fixed income specialists have shared how they navigated “one of the toughest environments for investment decision-making” in the form of their first interest rate hiking cycle.

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