MM Newsletter
18 Jan 2023
Latest News
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INDUSTRY NEWS
‘Mature practices’ unlikely to take on new clients: FPA

The FPA believes any fresh surge in demand for advice created by making it tax deductible will need to be met by new practices, rather than experienced planners.

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INDUSTRY NEWS
HUB24 posts dip in net inflows

The ASX-listed investment and superannuation platform has recorded a 13.6% decline in its net inflows over its latest reporting period.

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INDUSTRY NEWS
The five queries popular with advisers

BT has shared the top queries it has received from advisers in the most recent quarter with topics including indexation and social security measures.

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INDUSTRY NEWS
Diverger acquires tech and cybersecurity provider

Diverger has acquired technology services firm Priority Networking, a specialist firm in advising technology and cybersecurity needs for small and medium-sized business.

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INDUSTRY NEWS
ASIC commissioner steps down to join Vanguard

The corporate regulator has confirmed the looming departure of a commissioner, set to join global investment management company Vanguard.

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INDUSTRY NEWS
Building investor trust through voluntary ESG disclosure standards

CFA Societies Australia is urging asset managers to adopt its voluntary global ESG disclosure standards in a step towards uniformity and transparency for investors.

Features
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Money Management Original
Why this ex-Army duo switched to financial advice

Former commandos Warren Loudon and David Vaughan launched their financial planning firm with the goal of “providing life changing advice to good people.”

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