MM Newsletter
03 Oct 2023
Latest News
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The biggest people moves of Q3

Money Management collates the biggest hires and exits in the financial services space of the last three months.

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Midwinter warns of risk of avoiding digital advice

It is a case of ‘when, not if’ as to when super funds adopt digital advice for their members, according to Midwinter.

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The paraplanning piece in the financial advice puzzle

Despite misconceptions that paraplanners solely write SOAs, two industry experts believe they will become more involved in the advice delivery process as QAR recommendations are implemented.

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Former legalsuper CEO joins wealth fintech

Andrew Proebstl, chief executive at legalsuper for almost two decades, is set to join the advisory board of a burgeoning investment app Tanggram as it expands its offerings into super.

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Count expands AFSL network with new acquisition

Following its acquisition of financial advice business Affinia from TAL, Count has welcomed an additional 11 advisers to its network as the Affinia firm joins its AFSL.

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Why Pendal still backs ‘very strong’ Qantas franchise

Acknowledging the national carrier “read the room wrong” in the past, Pendal’s equities head Crispin Murray believes Qantas is a very strong franchise being undervalued by markets as it works to resolve its issues.

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Ensuring Aussies aren’t the richest people in the graveyard

With the majority of retirement savings left unspent when most Australians die, advisers are playing a pivotal role in the growing landscape of retirement income products as industry focus shifts towards the decumulation phase.

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