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MM Newsletter
23 Nov 2023
Latest News
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Financial Planning
Former Sydney adviser’s travel ban extended over alleged $750k theft

The regulator has updated on the status of a former Sydney financial adviser alleged to have faked client signatures to illegally obtain around $750,000.

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Financial Planning
Jones hints at education pathway for super fund advisers

Minister for Financial Services Stephen Jones believes super funds can be the source for boosting financial adviser numbers and hints at a new educational pathway for super fund advisers.

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Sponsored Content
Back in favour: The new case for fixed income

With bonds offering the most attractive yields in nearly 15 years, Western Asset shares why this could be an ideal time for investors to reconsider their allocations to fixed income.

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Financial Planning
Former advice group director receives ban and disqualification

The former director of a financial advice group has been disqualified from managing corporations after ASIC found he put investor funds at risk and made misleading and deceptive representations.

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Funds Management
Fidelity International CEO steps down from executive role

The global investment manager has announced its chief executive, Anne Richards, will be stepping down from the executive role.

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Superannuation
Cost of retirement climbs as super struggles to keep up

The amount needed to set aside for a comfortable retirement continues to grow, as Finder indicates the figure is approximately double what Australian retirees will actually have.

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People Products
CoreData appoints APAC CEO to support Australian growth

Research house CoreData has announced the appointment of an APAC chief executive to boost its Australian growth.

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Expert Analysis
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Expert Analysis
Top tips for navigating TBC and TSB complexities

With the sweeping superannuation reforms on 1 July 2017, there has been a slew of new terminology and thresholds to contend with, and this has understandably led to some confusion, writes Chris Chow.

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