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MM Newsletter
21 Mar 2024
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Latest News
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Expert Analysis
How to value a financial planning practice in 2024

The demand for financial planning businesses for sale isn’t decreasing but firms need to know how to value their business to achieve the best price, writes Fiona Ettles.

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Financial Planning
Adviser Innovation Summit returns to explore advice affordability and accessibility

Money Management is pleased to launch the hotly anticipated Adviser Innovation Summit 2024, featuring sessions led by distinguished speakers from the financial advice profession.

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Promoted Content
Financial Services Industry not delivering to the public

The financial services industry awaits in limbo the final legislation arising from the QAR recommendations.

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Financial Planning
Pessimistic economic outlook detracts from ethical priorities: RIAA

Ethical considerations fall down the list in terms of priorities for consumers seeking financial advice when there is a pessimistic economic environment, according to an RIAA study.

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Financial Planning
More delays pile up for AMP BOLR settlement

In a never-ending saga, the case management hearing to settle on the final sum for the AMP BOLR class action has been delayed for the third time.

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Funds Management
GQG to acquire three PAC affiliates in US$71m deal

Having unsuccessfully tried to acquire Pacific Current Group last year, GQG Partners has agreed to acquire three of its US-based affiliates for US$71.2 million.

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Funds Management
Maple-Brown Abbott appoints BDM for advisers

Maple-Brown Abbott has appointed Sophie Metcalfe from Schroders as a business development manager as it seeks to grow its reach with financial advisers.

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Funds Management
Third individual pleads guilty to Courtenay House misconduct

The third individual charged in relation to the Courtenay House group of companies has pled guilty to two criminal charges.

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Financial Planning
Qld adviser receives permanent ban over dishonest conduct

The corporate regulator has permanently banned a Queensland-based adviser from providing any financial services over dishonest conduct.

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Expert Analysis
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Expert Analysis
The value of active management in an uncertain world

Active and passive investment strategies have been battling for investors’ attention for many years but the tough conditions in markets currently make a strong case for active taking up a greater share of portfolios, writes Louise Watson.

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