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MM Newsletter
18 Sep 2024
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Latest News
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Financial planning
Knowing when to scale up an advice business

VBP consultant Sue Viskovic has warned advisers thinking of going self-licensed that they need to act “from a business head, not an adviser head” when it comes to scaling up their practice.

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Financial planning
Growing interest in private markets presents new opportunities for advisers

A report has highlighted a growing appetite among high-net-worth individuals for private market investments, creating a significant opportunity for advisers.

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Promoted Content
What if GLP-1 drugs disrupt your favorite takeaway?

We ask the right questions to uncover how diabetes and obesity drugs are having a disruptive impact, not just across health care but also a range of other sectors and industries.

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Financial planning
Inquiry into Dixon Advisory approved by Senate

An inquiry is due to probe the collapse of Dixon Advisory and its impact on the Compensation Scheme of Last Resort.

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People & Products
Finalists unveiled for Super Fund of the Year Awards 2024

Money Management’s sister brand Super Review is pleased to reveal that over 120 finalists will compete for trophies at this year’s awards.

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Financial planning
BT and Striver unveil career pathways program

The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice profession.

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Funds management
Regal takes aim at Platinum in new takeover bid

Platinum is “considering the merits” of being the specialist alternative manager’s latest M&A target.

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Expert Analysis
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Expert Analysis
Reaching the time-pressed but investment-savvy female demographic

With more women aged 35–50 engaged in their finances and investments than ever, the cohort is a growing demographic for financial advice firms to work with, writes Nina Kazmierczak.

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