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MM Newsletter
15 Nov 2024
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Latest News
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Financial planning
Financial adviser numbers swell by over a dozen

The financial advice profession has lifted back above the 15,500 mark this week thanks to a double-digit net rise in adviser numbers, according to Wealth Data.

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Financial planning
Ambitious HNW advisers sharpen focus on alternatives

High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head of private wealth.

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Promoted Content
The Nuclear Renaissance Is More Than a Uranium Trade

After taking a healthy breather over Q3 2024, the nuclear theme is rising once again as a top performer.

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Financial planning
The counterintuitive effect of ASIC’s reportable situations complexity

ASIC chair Joe Longo says the complexity of the reportable situations regime for AFSLs is impeding the ability of the regime to achieve its original aim of identifying non-compliant behaviour.

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Financial planning
Morningstar appoints manager research director from TCorp

Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers.

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Financial planning
AFSL cyber security failures on ASIC’s radar
in 2025

A closer watch on licensees that fall short on cyber security protections is among a dozen new enforcement priorities announced by the corporate regulator for 2025.

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Funds management
Don’t let private credit hype override due diligence: Pitcher Partners

Pitcher Partners has urged caution about the use of private credit funds, despite a widespread push by fund managers on the benefits of the products.

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Funds management
Second bidder emerges for Selfwealth acquisition

Just one day after Selfwealth received a “highly attractive” acquisition bid from Bell Financial Group, it has received a second non-binding indicative proposal from a rival.

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Podcast
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Editorial
Relative Return: The ‘stockpicker’s dream’ of SMID stocks

In this episode of Relative Return, host Laura Dew speaks with Eric Braz, MFS portfolio manager on the global small and mid-cap fund, the MFS Global New Discovery Strategy, to discuss the power of small and mid-cap investing in today’s global markets.

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