If you are unable to see the message below, click here to view online
MM Newsletter
19 Feb 2024
Latest News
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1702618942/Money%20Management/puzzle-merger-mm_xqrf6b.jpg
Funds Management
GQG CEO on difficulties of asset manager M&A activity

GQG Partners chief executive, Tim Carver, believes it is “very, very hard” to pursue M&A in the asset management space after a failed bid for Pacific Current Group last year.

Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1697173176/Money%20Management/afca-mm_m5h67z.jpg
Financial Planning
AFCA accelerates work on Dixon complaints ahead of CSLR

AFCA has doubled the team handling Dixon Advisory complaints, with the Compensation Scheme of Last Resort just six weeks away from implementation.

Read More
3383d5ce524243f185f835e53a08f21f.gif
Promoted Content
Need help planning your next event?

As experienced event managers, Captivate Events takes the stress out of event planning. Our dedicated team ensures every detail is meticulously handled. Find out more…

https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1655444451/Adviser%20Innovation/Article_Images/IRESS-ai.jpg
Financial Planning
Is Xplan a ‘necessary evil’ for financial advisers?

Several advisers have expressed their frustrations with Iress’ Xplan software, but feel smaller alternatives don’t have all the vital features yet, as the firm highlights its transformation strategy to improve.

Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1693199193/Money%20Management/recep-peker-mm_hrwk7o.jpg
Financial Planning
Platforms look to fill role of education provider

Platforms are pivoting to take on the role formerly held by large licensees in providing adviser education, according to platform specialist Recep Peker, as well as improving their digital offerings.

Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1707957704/Money%20Management/sophia-rahmani-mm_i3gcak.jpg
Funds Management
Has leadership appointment boosted Magellan’s rating?

Describing the appointment of Sophia Rahmani as Magellan’s new managing director last week as an “encouraging step”, Morningstar has detailed whether it is enough to increase its ranking of the asset manager.

Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1707354649/Money%20Management/andrew-peros-ausbil-mm_wgadwj.jpg
Funds Management
Filtering out the noise in small-cap markets: Ausbil

Speaking with the current and former employees of a potential stock is one way that Ausbil small-cap portfolio manager, Andrew Peros, tries to retain an edge in his investment strategy.

Read More
Feature
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1706848292/Money%20Management/old-man-thinking-retirement-mm_nwpojz.jpg
Features
Retiring an outdated concept of retirement

With Australians living and working longer than ever, there are calls from industry professionals to redefine the traditional concept of retirement to ensure it meets their needs.

Read More
Facebook Twitter Linkedin

© 2024 Money Management. All Rights Reserved. You have received this email because you have subscribed to Money Management or a Momentum Media publication. This email has been sent automatically and you cannot reply to it. If you have any questions please contact us directly. You are subscribed to our Bulletin service with this email newsletter@newslettercollector.com. The contents of this newsletter are purely for your information. Click here to read our disclaimer.

Click here to update your email receiving preferences.

Click here to remove yourself from this list or call us on 02 9922 3300.