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MM Newsletter
26 Sep 2024
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Latest News
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Financial planning
The 2 paths for licensees in implementing DBFO

With the Delivering Better Financial Outcomes legislation on the horizon next year, licensees need to decide whether they are going to take a hands-off approach or use it as an opportunity to pivot their business.

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Financial planning
NextGen victim receives CSLR payment after company’s liquidation

A victim of NextGen Financial Group has received a payment from the CSLR after the company’s liquidation, but the total falls short of their $270,000 unpaid AFCA determination.

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Promoted Content
ETF Impact Report 2024–2025: The Next Wave of Innovation

Are you prepared for the next wave of ETF innovation? The ETF Impact Report reveals top predictions for global industry growth and today’s greatest opportunities.

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Funds management
Australian Ethical completes $5.5m fixed
income acquisition

Australian Ethical has completed its acquisition of sustainable fixed income manager, Altius Asset Management, from Australian Unity.

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Financial planning
Aged care costs dominate older
Aussies’ concerns

With six in 10 Australians aged over 50 concerned about paying for aged care, new research has underscored financial advice as a way to mitigate these worries.

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Financial planning
Reportable situations relief extended for 5 years

ASIC will extend the relief and requirements regarding reportable situations regime for another five years until October 2029, following a public consultation.

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Funds management
ASIC secures penalty for Vanguard over greenwashing claims

Vanguard has been issued with a penalty by the Federal Court for making false and misleading statements about its ethically conscious fund.

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Expert Analysis
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Expert Analysis
Fixed income’s digital revolution has arrived, it’s time to adapt

Systematic fixed income approaches are finally hitting the mainstream. For those starting to incorporate them, it is important to seek managers with a long and proven pedigree.

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