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MM Newsletter
20 Sep 2024
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Latest News
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Financial planning
The advice channels reporting largest YTD gains and losses

Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.

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Funds management
How AFSLs can reduce advisers’ compliance frustrations

ASIC chair Joe Longo has told compliance professionals they need an “attitude of compliance” beyond written policies. How can AFSLs achieve this without alienating their advisers?

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Promoted Content
Webcast: Unlock the secrets to an ‘epic’ retirement for your clients!

This webcast is designed for financial advisers and will provide insights into the evolving retirement landscape, shifting Australian demands, and new strategies to ensure financial stability and a fulfilling retirement for your clients.

Register now for free.
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Funds management
FSC appoints deputy chair

The Financial Services Council has appointed a new deputy chair for its board.

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Financial planning
How much time do managed accounts save advisers?

Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.

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Financial planning
Seeking feedback to boost client retention

WIth only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.

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Funds management
Why this ‘peri warrior’ is against menopause leave

Peri and menopause training founder and TV journalist Shelly Horton has hit back at calls for businesses to introduce menopause leave.

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Podcast
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Editorial
Relative Return: A golden opportunity for investors

In this episode of Relative Return, host Maja Garaca Djurdjevic chats with Robin Tsui, APAC gold strategist at State Street Global Advisors, to discuss gold’s role as a diversifier in portfolios.

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