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MM Newsletter
12 Feb 2024
Latest News
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Financial Planning
Small licensees not immune from ASIC surveillance

Smaller licensees should be aware that they are just as much on ASIC’s radar as their larger counterparts as increased data and technology means the regulator has greater transparency than ever, according to a compliance expert.

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People & Products
Transformational task ahead as Hartley takes over Insignia

With shares down 51 per cent over the last five years and the firm losing its spot as Australia’s largest licensee, Scott Hartley will have a turnaround job ahead of him as chief executive of Insignia.

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Financial Planning
Licensees recommencing to be a ‘common theme’ in 2024

Wealth Data’s Colin Williams expects financial advice licensees recommencing to be a common trend throughout this year, as nine licensees have restarted over the past four weeks.

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Funds Management
Federal Court makes ruling in ASIC crypto asset case

The Federal Court has made one of its first decisions on the application of financial services law regarding crypto assets for fintech company Block Earner.

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People & Products
Former ASIC deputy chair joins Bennelong Funds Management

Jeremy Cooper, who led a government review into superannuation, has been appointed as a non-executive director at Bennelong Funds Management.

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Funds Management
Advisers seeing appeal of ETFs to serve younger investors

ETFs are becoming increasingly attractive to advisers for their younger clients, according to AUSIEX, as way to provide them with diversification and a balanced portfolio.

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Feature
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Features
Retiring an outdated concept of retirement

With Australians living and working longer than ever, there are calls from industry professionals to redefine the traditional concept of retirement to ensure it meets their needs.

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