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MM Newsletter
09 Feb 2024
Latest News
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Financial Planning
Self-licensing to remain strong trend in 2024

There remains a “strong appetite” for solo operators in the financial advice space, according to the latest Adviser Ratings’ Musical Chairs Report, making up over half of applications last quarter.

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Financial Planning
Sequoia seeks $3.5m damages following Informed Investor acquisition

Sequoia is seeking $3.5 million in damages from Tim McGowen, following the acquisition of Informed Investor in April 2022.

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Promoted Content
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Don’t miss this exclusive opportunity to hear from Justine Marquet, Head of Technical Services at Allianz Retire+, and gain invaluable insights into reshaping your income strategies for clients facing retirement. Register for free now.

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People & Products
Insignia names new CEO

Insignia has looked to a rival licensee for its new chief executive to replace Renato Mota.

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People & Products
JPMAM launches new adviser portal in Australia

JP Morgan Asset Management has launched a new digital portal in Australia based on adviser feedback, enabling them to compare portfolio performance and access investment insights.

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People & Products
BlackRock appoints Australia head

BlackRock has promoted Jason Collins from the deputy head of BlackRock Australasia to become its next head of Australia.

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Funds Management
Aussie fund selectors believe AI is ‘here to stay’

Three-quarters of Australian fund selectors maintain that artificial intelligence is here for the long haul, Natixis IM reports, contrasting fears that the technology is a bubble.

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Podcast
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Editorial
Relative Return: Flying the flag for small caps

In this episode of Relative Return, Maja Garaca Djurdjevic speaks with Andrew Peros, small-cap portfolio manager at Ausbil, about why the market environment indicates the “perfect time” to go into small caps.

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