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MM Newsletter
17 Oct 2024
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Latest News
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Financial planning
Micro-AFSLs climb as large licensees halve

Exclusive research from Wealth Data has detailed the impact that AFSL approvals for advice firms with one to two advisers has had on large licensees over the last five years.

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Financial planning
Compliance mistakes advisers can avoid from Dixon Advisory

A compliance expert has shared three tips that financial advisers can learn from the mistakes of Dixon Advisory, based on the firm’s AFCA determinations.

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Promoted Content
Schroders knows private equity

25+ yrs expertise in combining global private equity opportunities with local knowledge to locate untapped businesses, this fund offers new ways to achieve investment success.

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Financial planning
CFS introduces low-cost digital advice solution

Colonial First State has unveiled its tailored digital financial advice offering, designed by Otivo, for unadvised CFS FirstChoice superannuation members at just $88 per annum.

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Financial planning
Insignia managed account FUM hits $10bn

Managed account solutions at Insignia Financial have hit $10 billion in funds under management as it adds 11 model portfolios to Expand.

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Funds management
EBC Financial Group sees ‘immense potential’ in Aussie HNWs

The global financial services firm has taken on a second AFSL as it looks to capitalise on the high-net-worth market in Australia.

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Financial planning
Clime IM appoints 4 amid cost-cutting ‘scrutiny’

Clime IM has made four appointments amid a strict cost-cutting strategy to reduce executive overheads, following the resignation of three non-executive directors last week.

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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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