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MM Newsletter
05 Jun 2024
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Latest News
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Financial planning
The EOFY queries of advisers

As the end of the financial year quickly approaches, BT’s Bryan Ashenden shares his top tips for financial advisers and their clients, based on advisers’ most common queries.

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Financial planning
Why didn’t ASIC target individual Dixon advisers?

ASIC has detailed to the Senate Economics Committee why it decided to pursue action against Dixon Advisory rather than the individual advisers involved in the wrongdoing.

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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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Financial planning
How George is rebuilding trust at AMP

AMP chief executive, Alexis George, has shared how she has rebuilt the company since taking over the role three years ago and regained trust in the brand.

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Financial planning
Freshwater Wealth to scale up through
adviser pipeline

Newly launched advice business Freshwater Wealth is doubling down on its growth strategy as it looks to scale up its adviser footprint and Sydney client base.

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Financial planning
Count equity business purchases Melbourne client book

O’Brien Accountants & Advisors, an equity partner firm of advice licensee Count, has acquired an accounting client book for $2.1 million to expand its Melbourne client base.

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Financial planning
Alleged Dixon losses reach $458 million: AFCA

AFCA has told the Senate Economics Committee that alleged losses from Dixon Advisory clients are an estimated $458 million while outlining the concerns it is observing in determinations.

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Podcast
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Editorial
Relative Return: Taking an ESG lens to
active ETFs

In this episode of Relative Return, host Maja Garaca Djurdjevic chats with James Harwood, director and senior portfolio manager of the APAC region at Russell Investments, about ESG and active exchange-traded funds (ETFs).

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