If you are unable to see the message below, click here to view online
MM Newsletter
30 Sep 2024
desktop timertrk_px
Latest News
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1727410247/Money%20Management/darren-whereat-mm_vd5h5r.jpg
Financial planning
Rhombus Advisory steps out from the shadows of Insignia

Three months after its separation from Insignia Financial, Rhombus Advisory CEO Darren Whereat has shared how the firm is supporting the growth aspirations of its advice network.

Read More
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1681882144/Money%20Management/amp-mm_vp0m8b.jpg
Financial planning
AMP BOLR objectors pin hopes on
settlement appeal

As the dust settles on the AMP BOLR settlement, Money Management understands several participants are still hopeful of making an appeal for a fairer sum.

Read More
ec24bc1bd1b9406c8acbd0bacea5dabb.jpg
Promoted Content
Why Mutuality Powers Successful Adviser-Insurer Relationships

PPS Mutual rated Best Retail Insurer of the Year & highest Net Promoter Score (NPS) in the industry. Reflecting the benefits of the mutual model, its adviser support, service standards and product offering.

Read more
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1721099936/Money%20Management/winner-king-chess-mm_a5hbh6.jpg
Financial planning
Secrets of success: Advice leaders share
their tips

Four advice industry leaders share tips from their career experiences and what has helped them progress to their senior leadership positions.

Read More
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1688021459/Money%20Management/gears-merger-mm_vmdgky.jpg
Financial planning
PictureWealth CEO on its burgeoning
M&A appetite

With five acquisitions under its belt in the past month, PictureWealth’s CEO Allan Maitland says the advice and technology firm remains committed to partnering with like-minded businesses to provide more Australians with advice.

Read More
dbf06a6475ce44799da173c87f0539b5.jpg
Promoted Content
Whitepaper: How Advisers are embracing active management for clients

Download our FREE report to leverage insights from six leading advisers and help your clients succeed through volatile markets.

Download now
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1687144762/Money%20Management/schroders-mm_y3xb8d.jpg
Funds management
Schroders appoints 2 execs to board

Schroders has appointed two senior leaders to its board, having appointed a new global CEO earlier this month.

Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1694389473/Money%20Management/sydney-australia-mm_epiy6l.jpg
Financial planning
Private wealth firm launched after Pitcher Partners buyout

A new Sydney wealth manager for high-net-worth individuals has launched, formed from a buyout of multiple operational aspects of Pitcher Partners’ wealth management arm and run by experienced adviser Charlie Viola.

Read More
desktop timertrk_px
Feature
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1727154611/Money%20Management/striver-brimstone-event-mm_ccs9ar.jpg
Features
Future advisers calling: The importance of
entry-level experience

A panel of commentators have emphasised working in a support or administrative role, such as in a call centre, need not be a step backwards and can provide valuable experience for future advice roles.

Read More
desktop timertrk_px
Facebook Twitter Linkedin

© 2024 Money Management. All Rights Reserved. You have received this email because you have subscribed to Money Management or a Momentum Media publication. This email has been sent automatically and you cannot reply to it. If you have any questions please contact us directly. You are subscribed to our Bulletin service with this email newsletter@newslettercollector.com. The contents of this newsletter are purely for your information. Click here to read our disclaimer.

Click here to update your email receiving preferences.

Click here to remove yourself from this list or call us on 02 9922 3300.