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MM Newsletter
23 Apr 2024
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Latest News
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Financial planning
The ‘10-year overnight success’ story of Shaw and Partners

Shaw and Partners co-CEO, Earl Evans, reflects on the advice firm’s decade-long success story and why fostering a quality work culture sits at the heart of the business.

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Funds management
Finalists announced for Fund Manager of the Year Awards 2024

Ninety finalists have been chosen to compete at the 36th annual Fund Manager of the Year Awards, to be held in Sydney on 13 June.

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Promoted Content
Fixed income ETFs: The opportunity is now

The outlook for fixed income markets is now looking more attractive. Here’s how new fixed income ETFs are opening the door to actively managed global solutions.

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Financial planning
Sequoia shareholders seek to oust CEO Crole

Sequoia shareholders are due to hold a vote regarding the removal of chief executive Garry Crole and are looking to appoint the chair of a rival licensee in his place on the board.

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Financial planning
Fortnum and PFS unify under parent company

Following its acquisition of Australian Unity’s advice business, Fortnum Private Wealth and Professional Financial Services have formed a new parent company with Fortnum CEO Neil Younger at the helm.

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Financial planning
ASIC cancels AFSL of Brisbane advice firm

ASIC has cancelled the AFSL of a Brisbane advice firm in order to protect the interest of potential consumers as it feared the firm would breach financial services laws.

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Financial planning
Godfrey Pembroke reappoints Lonsec Research amid Insignia exit

Godfrey Pembroke Group has reappointed Lonsec as its research and investment consultant partner, while the licensee transitions out of Insignia Financial’s institutional ownership.

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Feature
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Features
The outsourcing piece in the advice gap equation

Australian financial advice firms are increasingly looking towards outsourcing as a tool to optimise their business, two industry professionals share, freeing advisers to focus more on client-facing duties.

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