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MM Newsletter
15 Mar 2024
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Latest News
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Financial Planning
FSCP by numbers: Which issues are occurring most?

There have been 16 outcomes issued by the Financial Services and Credit Panel since its launch in 2023, which issues or breaches are frequently occurring?

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Financial Planning
Adviser numbers enter ‘period of decline’ after strong start

After initial strong growth in the first few weeks of the year, there have now been five consecutive weeks of decline or no growth in adviser numbers, according to Wealth Data.

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Financial Planning
FAAA urges ATO to refine tax deductibility of advice fees

The FAAA is calling on the ATO to refine its position on the tax deductibility of financial advice fees related to advice to clients with pre-existing investments.

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Funds Management
ASIC defeated in major crypto case

The regulator has lost a case against Finder regarding crypto products in Federal Court, with the comparison site stating that “innovation always moves faster than regulation”.

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Financial Planning
Senator Jane Hume to speak at the Australian Wealth Management Summit 2024

Senator Jane Hume will join the speaker line-up at the inaugural Australian Wealth Management Summit.

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Financial Planning
AMP North AUM reaches $14bn

AMP North has reached $14 billion in assets under management in its managed portfolios, a 66 per cent annual increase.

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Podcast
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Editorial
Relative Return: Making private credit accessible to retail investors

In this episode, host Keith Ford speaks with Frank Danieli, managing director and head of credit investments and lending at MA Financial, about the evolving landscape of private credit in Australia.

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