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MM Newsletter
26 Jul 2024
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Latest News
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Financial planning
Rhombus Advisory shakes up top
licensee ranking

The introduction of Rhombus Advisory has caused a shift in the top advice licensees as Insignia separates its advice business into two channels.

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Financial planning
Invest Blue’s productivity boon from
9-day fortnight

Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across all metrics.

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Promoted Content
Asset class insights: Partners’ perspectives from their respective fields

Learn from our partners how each asset class is performing, how it fits into client portfolios and where they are seeing opportunities.

Download the Portfolio Construction Guide 2025 now.
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Financial planning
Submissions open for Women in Finance Awards 2024

Money Management is now accepting nominations and submissions for the Women in Finance Awards, to be held in November 2024.

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Financial planning
Bridging the value gap for prospective clients

Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value to potential clients.

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Superannuation
Insignia appoints super CEO from ART

As part of its executive leadership refresh, Insignia has appointed Dave Woodall as its chief executive for superannuation.

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Funds management
Aussie investors flee active sustainable funds

Australian and New Zealand sustainable funds saw outflows of more than $1.2 billion in the second quarter of 2024, according to Morningstar, with active strategies accounting for the majority.

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Podcast
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Editorial
Relative Return: What do fund managers look for in new hires?

In this episode of Relative Return, host Laura Dew speaks with Mischa Bennett, managing director of Capital Executive Search, to dig into the intricacies of fund management recruitment.

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