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MM Newsletter
30 Oct 2024
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Latest News
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Financial planning
FAAA ramps up focus on career changers

The Financial Advice Association Australia is launching a new brand awareness campaign that includes promoting the advice profession as an attractive option for career changers.

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Financial planning
How are licensees using AI?

ASIC has conducted a report into how AFSLs are starting to use artificial intelligence in their practices and possible areas where they could come unstuck from a governance perspective.

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Financial planning
Preparing for the end of a client-adviser relationship

With four in 10 advisers viewing the intergenerational wealth transfer as a threat to their practice, Business Health explores what to do when an established client relationship comes to an end.

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Financial planning
Iress’ Walsh joins board of advice boutique

The former Iress chief executive has joined an NSW advice firm, Profile Financial Services, as an independent non-executive director.

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Funds management
Financial services hunt for M&A amid strong balance sheets

Financial services leaders are “all cashed up with nowhere to grow” when it comes to M&A activity, according to Deloitte, with 90 per cent saying they have strong balance sheets ready for an acquisition.

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Financial planning
Advisers eager to increase private equity allocations

Half of financial advisers and wealth managers in Asia-Pacific plan to increase their clients’ exposure to private equity and multiprivate asset solutions, according to a survey by Schroders.

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Expert Analysis
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Expert Analysis
FSG Relief: It’s not all it’s cracked up to be

One of the apparently happy outcomes of QAR Tranche 1 was the introduction of relief from having to provide a Financial Services Guide but it turns out this was not all it is cracked up to be, writes Samantha Hills.

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