MM Newsletter
  24 November, 2022
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Latest News
Industry News
Digital tools to offer pathway to simple advice: Levy
Michelle Levy is expecting to see a rise in digital tools as she believes it is unnecessary for all advice to be provided to consumers by a financial adviser.
Industry News
How can advisers reassure panicked clients?
Articulating your investment philosophy and reiterating experience are among ways which advisers can reassure panicked clients seeking to adjust their portfolios in volatile times and prevent irrational behaviours, according to Lonsec.
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Industry News
Giles Wade expands Perth advisory team
The boutique strategic, investment and tax advisory firm has appointed Katie McDonald as director of advisory and manager of their recently-opened Perth office.
Industry News
Iress launches network to simplify advice process
The software company has launched the Connectivity Network; an “efficiency-boosting” platform designed to streamline and optimise the advice execution process.
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Industry News
ASIC brings proceeding against fintech for unregistered MIS
ASIC has commenced civil penalty proceedings against fintech Block Earner as it alleges it operated an unregistered managed investment scheme.
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Industry News
Sequoia seeks acquisitions to ‘stem the bleeding’ in industry
Sequoia Financial Group is hopeful that it will be able to “stem the bleeding” in adviser numbers with acquisitions as licensee revenue rises 15.2%.
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Expert Analysis
Money Management Original
Why we need institutions to return to advice
The Quality of Advice Review plans to make financial advice more accessible and affordable, which could prompt the return of commercial participants, writes Craig Keary.
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