MM Newsletter
29 Aug 2023
Latest News
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Exploring the platform market for HNW clients

Platforms that already offer full functionalities are now opting to differentiate themselves based on specialisations and client segments, according to Recep Peker, as he launches a platform research service.

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AMP BOLR class action costs to wait

Members of the AMP BOLR class action will have to wait longer for information on any potential compensation after an update from the Federal Court.

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Sponsored Content
Market Dynamics Challenging Traditional Strategies
While retirees’ needs can differ substantially, there is a common need for certainty and flexibility in retirement income solutions to combat economic uncertainty.
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New AI tool to streamline adviser note-taking

Guideway’s new AI-powered tool converts meeting recordings into compliant advice file notes, reducing the burden of recordkeeping on advisers to free up more time for clients.

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Treasury turns sights to retirement phase of super

Unveiling the 2023 Intergenerational Report, Treasurer Chalmers has called the retirement phase of super the government’s next frontier and flagged further consultation to address ‘longevity risk’ in the system.

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New platinum partner joins Super Fund of the Year Awards

MLC Life Insurance has thrown its support behind the 10th annual Super Fund of the Year Awards as a platinum partner.

Expert Analysis
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Taking a behavourial approach to clients’ finances

Focusing on behaviour and psychology can help advisers to strengthen their client relationships and offer a unique service proposition, writes Jane Monica Jones.

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