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MM Newsletter
29 May 2024
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Latest News
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Financial planning
From A-grades to advice: Embarking on a
career change

As the financial advice industry looks to embrace career changers, Money Management speaks with a former teacher and international development worker who took the leap
into advice.

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Financial planning
Do licensees always need to ‘take all
reasonable steps’?

A Federal Court ruling on whether licensees need to “take all reasonable steps” regarding conflicted remuneration could extend to other parts of the advice process, according to law firm Hall & Wilcox.

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Promoted Content
Empowering advisors for over 10 years

Balmain Private provides 1st mortgage investment opportunities delivering monthly returns from 7-10% p.a. net.

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Financial planning
Qld adviser permanently banned after
fraud conviction

A former financial adviser based in the Sunshine Coast has been permanently banned by ASIC after being sentenced to six years’ imprisonment for fraud.

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Funds management
Fund Manager of the Year Awards 2024 gets new recruitment partner

A recruitment firm specialising in funds management has been welcomed as a recruitment partner for this year’s awards.

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Promoted Content
Your Portal to a Premium Client Experience

A decade ago, when large screen TVs were expensive and the internet was slow, financial planners provided a client experience that was largely personality-based.

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Financial planning
New advice practice launches under Centrepoint’s AFSL

A new financial advice business, licensed by Centrepoint Alliance, has recently commenced operations servicing HNW clients including retiring Baby Boomers and single women.

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Financial planning
Young advised clients prioritise goal-based investing

Young investors aged under 40 are more than twice as likely to measure the value of their financial adviser based on progress towards their goals, Dimensional research uncovers.

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Expert Analysis
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Expert Analysis
The reasons to allocate to gold in portfolios

There are multiple reasons for advisers to consider an allocation to gold when building client portfolios beyond its diversification purposes, writes Jean-Baptiste Berthon.

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