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MM Newsletter
19 Sep 2024
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Latest News
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Financial planning
Exploring the areas where AFSLs come unstuck

As the government announces a public inquiry into the collapse of Dixon Advisory, risk adviser Richard Silberman has detailed the three areas that typically lead to an AFSL’s collapse.

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Funds management
Should Platinum proceed with Regal merger?

A potential acquisition of Platinum Asset Management by Regal Partners will be beneficial for the “challenged” fund manager, believes Morningstar, but it has warned fund management mergers don’t always run smoothly.

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Promoted Content
Webcast: Unlock the secrets to an ‘epic’ retirement for your clients!

This webcast is designed for financial advisers and will provide insights into the evolving retirement landscape, shifting Australian demands, and new strategies to ensure financial stability and a fulfilling retirement for your clients.

Register now for free.
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Financial planning
Futureproofing an advice practice as a
business owner

With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial adviser if they want to futureproof their business.

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Financial planning
Zenith continues managed account growth trajectory

Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform.

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People & Products
Finalists revealed for the first-ever Momentum Media Australian AI Awards 2024

Several wealth management companies have been selected as finalists at the inaugural awards, which champions those who have transformed the Australian economy with their AI solutions.

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Financial planning
Iress completes launch of digital advice solution

The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players.

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Expert Analysis
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Expert Analysis
Fixed income’s digital revolution has arrived, it’s time to adapt

Systematic fixed income approaches are finally hitting the mainstream. For those starting to incorporate them, it is important to seek managers with a long and proven pedigree.

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