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MM Newsletter
07 Oct 2024
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Latest News
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Financial planning
How to tailor advice for different generations

The Financial Advice Association Australia has explored how financial advisers can personalise their service offerings for Millennials, Generation X and Baby Boomers.

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Funds management
Rebuilding trust post-RC is ‘still underway’: KPMG

Financial services firms still face difficulty in conveying trustworthiness to clients, a KPMG report highlights, following the mistrust borne out of the royal commission.

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Promoted Content
A comprehensive guide to portfolio construction for financial year 2024–25

Money Management and our partners explore global equities, commercial real estate, private markets, Australian small-cap equities and retirement income.

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Funds management
Platinum opens door for revised Regal bid

After unanimously rejecting its first bid, Platinum Asset Management has entered into a period of due diligence with Regal Partners for the firm to submit a revised bid.

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Funds management
RQI makes multiple promotions in
investment team

Active equities manager RQI Investors, part of First Sentier, has made a series of promotions within its investment teams.

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Financial planning
Advice software Moneysoft acquired by retirement solutions firm

Global retirement administration business MUFG Pension and Market Services has fully acquired Moneysoft, an Australian digital solutions provider for financial advisers.

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Feature
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Features
Secrets of success: Advice leaders share
their tips

Four advice industry leaders share tips from their career experiences and what has helped them progress to their senior leadership positions.

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