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MM Newsletter
18 Mar 2024
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Latest News
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Financial Planning
The 3 licensees shining through amid adviser losses

Looking at which licensees are seeing the fastest growth over the six months, Wealth Data says there are three firms that stand out amid falling numbers.

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Policy Regulation
The difficulty of monitoring crypto assets

ASIC now has a 1:1 ratio when it comes to court success in the enforcement of crypto activities and more action is expected as Treasury seeks to introduce a regulatory framework.

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Promoted Content
Looking for the best cash and FX rates for your clients?

FinClearOne part of the FinClear Group, provides market leading cash and currency management solutions for advisers and their clients.

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Financial Planning
Three-quarters of advisers expected to use managed accounts

Up to three-quarters of financial advisers could be using managed accounts in the coming years, according to the latest Investment Trends/SPDR research.

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Financial Planning
How many licensees successfully filed their first IDR report?

ASIC has issued its first update since the completion of the internal dispute resolution reporting, sharing the percentage of first-time reports that were submitted on time.

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People Products
Iress continues transformation with UK mortgages disposal

Following the sale of its platform business to Praemium earlier this year, Iress has made a second disposal as it moves to streamline operations.

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Financial Planning
Sydney wealth manager sees AFSL cancelled

ASIC has cancelled the AFSL of Sydney-based wealth manager, the third Sydney firm to face this action since the start of the year.

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Feature
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Features
Culture is king: Retaining PY talent in advice

Retaining new entrants in the advice industry as they complete their Professional Year is a key focus for advice firms in 2024, with younger generations increasingly valuing workplace culture more than ever.

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