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MM Newsletter
22 Apr 2024
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Latest News
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Funds management
The concerns keeping financial services directors awake at night

There is one specific risk that is a significantly higher concern for financial services directors compared to companies overall and is impacting their risk appetite, according to the AICD.

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Financial planning
What should advisers consider before embarking on M&A?

It can be extremely hard to realise the gains from financial advice M&A, according to Peloton Partners’ Rob Jones, and more could be gained from firms looking inward at their
own practice.

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Financial planning
Macquarie Bank receives $10m penalty from Federal Court

The Federal Court has imposed a $10 million penalty on Macquarie Bank for failing to prevent and control unauthorised fee transactions by third parties including financial advisers.

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Financial planning
Matching the right platform with your client base

With platforms reporting their quarterly results, there is a clear divide in the adviser markets they are targeting, according to platform specialist Recep Peker, and which would be right for your clients.

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Funds management
Bonds see largest allocation drop in 20 years

Global fund managers are shunning bonds, with the asset class seeing the largest drop in allocations in more than
20 years.

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Funds management
Australian Ethical FUM passes $10bn

Australian Ethical has seen its funds under management reach $10 billion, driven by organic customer growth and superannuation contributions.

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Feature
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Features
A 21-hour day: The life of an EM fund manager

The global nature and geopolitical threats involved in investing in emerging markets can mean the job of an emerging market manager entails additional challenges than its developed markets counterpart.

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