MM Newsletter
09 Jun 2023
Latest News
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Insignia investors allege they were misled over insider trading claims

The first week of the Insignia Financial class action case has seen allegations of misconduct, insider trading, front-running, and failures to manage conflicts of interest.

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Over 170 advisers have faced disciplinary action since 2015

New analysis from Wealth Data has revealed that some 175 advisers have been affected by disciplinary actions (DAs) over the last nine years, with the most occurring during 2019.

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Women more likely to seek SMSF advice: Vanguard

Female self-managed super fund members are more likely to seek the guidance of a financial adviser according to the latest data from the Vanguard/Investment Trends SMSF Report.

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Federal Court winds up unregistered MIS and disqualifies director

The Federal Court has ordered that an unlicensed financial adviser be permanently restrained from carrying on a financial business and has wound up her unregistered managed investment scheme.

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FMOTY 2023: Spotlight on Aussie Small Cap equities

The Australian Small Cap Equity fund finalists have expressed their investment outlooks in the lead-up to Money Management’s 2023 Fund Manager of the Year Awards.

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AMP sells SuperConcepts business

AMP is selling its SuperConcepts self-managed superannuation fund (SMSF) admin and software business.

Podcast
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Relative Return: Lessons from the UK adviser landscape

In this episode of Relative Return, host James Mitchell chats to Nick Eatock, chief executive of Intelliflo. The pair discuss Intelliflo’s move into the Australian market as the UK firm launches its software and technology to Aussie financial advisers.

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