MM Newsletter
14 Feb 2023
Latest News
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INDUSTRY NEWS
The adviser helping young Aussies be confident around money

With Australians increasingly reluctant to discuss finances, Sydney adviser Jessica Brady has launched an online financial literacy course which hopes to empower young people with their money matters.

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INDUSTRY NEWS
Two former advisers permanently banned

Two former financial advisers have been permanently banned by ASIC for fraud offences.

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INDUSTRY NEWS
Adviser numbers grow at Fiducian

Financial planning group Fiducian has seen its adviser numbers rise by 27% in the first half of the financial year thanks to an acquisition and new office openings.

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INDUSTRY NEWS
Meeting ethics CPD hours remains top of mind for advisers

New data from Kaplan Professional has found digital modules around ethics and professionalism have been among the most-popular offerings for advisers.

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INDUSTRY NEWS
Munro Partners appoints portfolio manager

Fund manager Munro Partners has appointed Qiao Ma as a portfolio manager, joining from specialist equity manager Cooper Investors.

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INDUSTRY NEWS
Lazard reduces fees on Aussie equity funds

Lazard Asset Management has reduced the management fee on two of its Australian equity funds for institutional and retail clients.

Features
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INDUSTRY NEWS
Why are major unis shunning advice?

A lack of participation by Australia’s largest universities is complicating the pathway for new entrants, according to leading financial advice organisations.

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