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MM Newsletter
19 Nov 2024
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Latest News
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Financial planning
‘One Jenga piece away from collapse’: Fragile data systems hindering advice

Inefficient data processes and systems mean advisers are spending over half of their time on product implementation and administration at the expense of clients, according to research.

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Financial planning
Which priorities have fallen off ASIC’s enforcement list?

With the regulator announcing its enforcement focus for 2025 last week, law firm Hall & Wilcox examines the areas which have dropped down the list in priority for the regulator.

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Financial planning
AZ NGA makes first acquisition post-Oaktree deal

Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in September.

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Funds management
Are real assets worth the illiquidity risk
for portfolios?

Investment executives say the benefits of real assets for client portfolios can “absolutely” outweigh the illiquidity risk, provided there is a good understanding of its risks and returns and of client goals.

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Financial planning
Mason Stevens appoints head of
strategic accounts

Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team.

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Funds management
Research houses grapple with the rise of thematic ETFs

As thematic ETFs gain popularity among advisers, research houses have told Money Management of their unique challenge to rate these niche products and assess their long-term viability.

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Funds management
GSFM appoints former adviser as Qld
account manager

Fund manager GSFM has appointed a key account manager for Queensland, following the appointment of a head of retail distribution last month.

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Financial planning
Adelaide advisory firm expands parental leave

South Australian financial advice and accounting business Perks has extended its paid parental leave program from 12 to 26 weeks, putting it on par with big four firms.

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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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