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MM Newsletter
31 Oct 2024
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Latest News
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Financial planning
‘No blanket rule’ in assessing large-scale
advice complaints

With less than 5 per cent of Dixon Advisory complaints closed, AFCA has detailed how it is dealing with systemic issues, known as batch matters, through a consistent yet case-by-case approach.

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Financial planning
What makes a top advice leader?

For financial advisers and business owners seeking to run a top advice firm, Adviser Ratings has shared the characteristics of these leaders from top firms focusing on “scale, specialisation and sophistication”.

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Promoted Content
Private Equity Video Series

At Schroders, we’re demystifying private equity investing for you & your clients. Our video series explains key concepts, making this exciting asset class more accessible.

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Financial planning
Govt underestimating the importance of ‘adviser’ name: FAAA

As Stephen Jones cites the new class of qualified advisers as a way to reduce legislative complexity in advice, the FAAA’s Sarah Abood says its members still have qualms with the idea and its naming.

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Financial planning
Sequoia makes ‘increased focus’ on growing salaried advisers

Advice licensee Sequoia has shared an update on the streamlining of its operations, with investment in salaried advisers identified as an increased focus.

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Financial planning
Bravura flags digital advice as potential
revenue opportunity

Financial planning software provider Bravura is focused on a “back to business” strategy to enhance revenue growth which will include the potential opportunity available in digital advice.

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Financial planning
How many Dixon complaints has AFCA processed?

AFCA has revealed to Money Management the number of Dixon Advisory complaints it has closed so far out of the more than 2,700 total complaints received.

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Financial planning
Tailoring advice for different generations

CFS has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions.

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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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