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MM Newsletter
10 Sep 2024
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Latest News
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Financial planning
Financial adviser numbers bear double-digit drop

The advice profession lost 15 advisers over the past week, according to Wealth Data, partly due to a lower number of new entrants and advisers transitioning between licensees.

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Financial planning
ASIC’s action against advice misconduct in 1H24

The regulator says it secured $32.2 million in civil penalties and nine criminal convictions in the six months to 30 June.

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Promoted Content
Charting the Semiconductor Industry’s Next Decade of Growth

Will generative AI surpass human creativity in a decade? How will our smartphones revolutionise daily life by 2035? What devices will become essential in classrooms and homes?

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Financial planning
What has unfolded since the experience pathway’s passage?

Money Management examines how the experienced provider pathway has impacted the advice industry, one year since it was passed on 6 September 2023.

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Financial planning
HeirWealth welcomes former Count executive

The emerging wealth technology platform has appointed Michael Csavas, former acting Count CEO, to drive growth and target financial advisers and accountants.

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Promoted Content
Know your exits: maximising profits through valuation

A disciplined valuation approach includes a strong selling strategy. We outline five attributes to consider when building an exit strategy.

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Financial planning
Former Keystone director sees company
assets frozen

A judge has frozen the assets of former Keystone director Paul Chiodo’s company and ruled in ASIC’s favour that administrators can be appointed to wind up the firm.

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Feature
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Features
‘Never too early, often too late’: Thinking about succession planning

With business owners very rarely planning their exit from the advice practice in advance, three experts underscore why succession planning is critical for long-term success.

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