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MM Newsletter
02 Apr 2024
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Latest News
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Financial Planning
Insignia clings onto second-largest advice licensee position

Insignia Financial is holding “relatively steady” onto its rank as Australia’s second-largest financial advice licensee after the Godfrey Pembroke exit, but Count is hot on its heels.

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Financial Planning
FAAA warns of ‘significant extra work’ from QAR fee change

FAAA chief executive, Sarah Abood, has warned changes in first tranche of the QAR legislation around advice fees documentation could create more work for advisers rather than less.

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Promoted Content
Fixed income ETFs: The opportunity is now

The outlook for fixed income markets is now looking more attractive. Here’s how new fixed income ETFs are opening the door to actively managed global solutions.

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People & Products
Lonsec Research partners with Fund Manager of the Year Awards

The research house has joined this year’s awards as a research partner and will bring its experience to the awards by selecting the group award finalists.

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Financial Planning
Liberal senator hits out at excessive financial advice costs

Liberal senator Slade Brockman has said the government needs to have a “cold hard look” at the level of regulation in the financial advice space and the costs of running a business.

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Financial Planning
ASIC cancels Sydney advice firm’s AFSL

ASIC has cancelled the Australian financial services licence of a Sydney advice firm, with the business having lost more than 30 advisers since the start of 2024.

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Financial Planning
Briggs joins speaker line-up at Australian Wealth Management Summit 2024

The FSC CEO will join a long line-up of renowned speakers at the inaugural summit.

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Funds Management
Verdict in for ASIC’s first greenwashing case against Vanguard

The Federal Court has issued its verdict in ASIC’s first greenwashing case against Vanguard Investments Australia regarding the use of ESG exclusionary screens.

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Podcast
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Editorial
Relative Return: Challenging consumers’ investment behaviour

In this episode, host Laura Dew speaks with Chris Brycki, founder and CEO of Stockspot, about the rise of fintech, robo-advice, and the importance of financial education.

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