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MM Newsletter
04 Nov 2024
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Latest News
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Financial planning
New entrants opting for private firms as Q3 sees adviser gains

The third quarter of 2024 saw the first positive increase in adviser numbers for 12 months, according to the latest quarterly Musical Chairs report, with new entrants overwhelmingly choosing to join privately owned firms.

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Financial planning
ASIC’s ‘whack-a-mole’ problem with
unlicensed advisers

ASIC’s Sarah Court has confirmed the regulator is carrying out systematic work on providers of unlicensed advice but admits it is a case of “whack-a-mole” when it comes to disciplining them.

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Promoted Content
A New Chapter in Defence – Focus on Protection, Not Aggression

Modern defence planning has shifted towards safeguarding nations through a combination of technology-driven innovations and essential defence infrastructure.

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Financial planning
Determining effective pricing structures
in advice

As more advisers review their fee structures, Business Health has shared six steps to calculating the price to deliver financial advice services in a profitable yet suitable way.

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Funds management
Fidelity creates new leadership role in
Australian team

Fidelity International has looked internally to appoint a head of strategic sales and solutions for its Australian division, which is a newly created role for the business.

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Financial planning
E&P Financial Group shareholders vote
on de-listing

Following an extraordinary general meeting, Dixon Advisory parent company E&P Financial Group’s shareholders have voted on its proposed delisting from the ASX.

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Funds management
Lonsec positions managed accounts for
political storm

Lonsec’s deputy CIO Deanne Baker has highlighted what investment tools the firm is harnessing to mitigate the impact of geopolitical risks in its managed account offerings.

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Funds management
Barings launches 2 private credit funds

Global investment manager Barings has launched two private credit funds for Australian investors as advisers indicate an expectation of increasing allocations to private markets.

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Feature
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Features
‘Winner of hearts and minds’: Choosing the right fund manager successor

Money Management explores what is needed for a successful fund manager succession plan as a generation of managers approach retirement and how firms can mitigate the risk of outflows.

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