MM Newsletter
07 Sep 2023
Latest News
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‘Outbreak of common sense’ in experience pathway implementation

The experience pathway’s passage through Parliament has been welcomed by the industry as a way to prevent further adviser exodus.

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Higher client fees lead to higher profitability for
self-licensed advisers

Self-licensed advisers are most likely to have seen their profit margins increase over the past 12 months, according to research by Investment Trends, as fees increase for clients.

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Tech focus gains Count a new advice practice

Count has welcomed a Melbourne-based advice practice to its network, with a focus on the technology efficiencies provided by the licensee.

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Grattan Institute CEO appointed to lead Productivity Commission

Danielle Wood, chief executive of the Grattan Institute, has been appointed as chair of the Productivity Commission as its previously announced candidate, Chris Barrett, steps back.

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Magellan sees institutional inflows in August

In its first FUM update since releasing its full-year results, Magellan has announced its retail and institutional flows during August.

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WTW acquires two managed investment schemes

WTW has expanded its Australian investments business with the acquisition of the management rights to two funds from NSW-based advice business, Profile Financial Services.

Expert Analysis
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Taking a behavourial approach to clients’ finances

Focusing on behaviour and psychology can help advisers to strengthen their client relationships and offer a unique service proposition, writes Jane Monica Jones.

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