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MM Newsletter
19 Jun 2024
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Latest News
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Financial planning
The characteristics of top-performing
advice practices

There are six critical factors that high-performing financial advice businesses have in common, new data from VBP-backed Elixir Consulting highlights.

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Financial planning
The 4 Rs of cyber security

As AFSLs cite cyber security as their biggest compliance fear, a law firm has shared four steps that listed businesses need to take if they suffer a breach.

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Promoted Content
Private debt on the rise as investors look for income and dial down risk: Zagga

A growing cohort of investors are looking to private real estate lending to provide property exposure with less volatility, according to a new white paper by Zagga.

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Funds management
RBA announces latest rate decision

The central bank has announced its latest rate decision amid sticky inflation and ongoing geopolitical tension, including uncertainty in the eurozone.

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Financial planning
TAL’s Clark to depart group CEO role

TAL group chief executive Brett Clark is to step down from the role after almost a decade with a new replacement appointed.

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Financial planning
Otivo launches SOA audit tool

Financial advice platform Otivo has launched a compliance tool for financial advisers to publish and audit their statements of advice.

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Funds management
JPMAM unveils private markets fund

The global asset manager has partnered with a financial technology platform to offer wholesale investors greater access to private equity markets.

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Expert Analysis
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Expert Analysis
No substitute for good financial advice

The symbiotic relationship between financial advisers and ETFs has “never been clearer” as a rising number of advisers look to use them with clients rather than finding themselves usurped by them, writes Damon Riscalla.

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