MM Newsletter
13 Mar 2023
Latest News
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‘Industry needs to get smarter faster’: Capital Preferences

Technology and research firm Capital Preferences is launching a program in Australia with several advice firms to uncover the risk preferences of their clients and how they match with portfolios.

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Financial services giants fork out $5bn for advice remediation

Australians impacted by misconduct in the financial advice space have received just under $5 billion in compensation from six of the largest banking and financials services entities.

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CountPlus to acquire TAL financial advice licensee

The strategic acquisition would add over 100 advisers to its national community and bolster CountPlus’ wealth segment.

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Booming UK advice market leaving Aussies in the dust

Technology has been instrumental in the significant growth of financial advice in the UK over the last decade and a major UK player is eager to transform the local advice market.

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ETFs increasingly popular amongst female investors: BetaShares

Women are utilising exchange traded funds to build diversified and cost-effective investment strategies, which could lead to greater gender parity.

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AIA Australia appoints four regional managers

The health and wellbeing specialist bolstered its investment into financial advice with a newly formed managerial team in its Retail Distribution business.

Editorial
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A report worth waiting for

After seven weeks of waiting, the final report of the Quality of Advice Review was released in early February, prompting eager reading by the advice industry.

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