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MM Newsletter
15 May 2024
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Latest News
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Financial planning
How can advisers hyper-personalise their
client offerings?

Financial advisers and wealth managers need to exceed their clients’ desires for personalisation, a new EY report writes, and the requirements for this will vary between client segments.

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Policy & Regulation
Chalmers hands down 2024–25 budget

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation.

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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
Expect digital advice to prompt return of banks

Betashares chief executive, Alex Vynokur, believes technology advancements will enable banks to return to financial advice in the future as the need for advice is greater than ever.

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Financial planning
ASIC bans Melbourne adviser over super transfer inducement

The corporate regulator has permanently banned a Melbourne-based financial adviser who “dishonestly attempted to induce clients to transfer their superannuation into a bank account he controlled”.

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Financial planning
Strong adviser recruitment prompts Centrepoint earnings upgrade

Centrepoint Alliance has upgraded its expected financial results for FY24, thanks to strong adviser recruitment and the acquisition of Queensland advice firm Financial Advice Matters.

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Financial planning
Former NSW adviser sees permanent ban upheld by AAT

ASIC has announced the Administrative Appeals Tribunal has upheld a former NSW-based adviser’s permanent ban following his conviction for fraud offences.

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Expert Analysis
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Expert Analysis
Why your client portfolio needs professionals

Advisers today have a unique opportunity to position themselves as indispensable allies and trusted counsel to these professionals, providing the safety net they need, writes Brian Pillemer.

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