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MM Newsletter
25 Jun 2024
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Latest News
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Financial planning
The evolving adviser-BDM relationship

As financial advisers seek out practice management support, the purpose of BDMs has shifted beyond just selling investment products to providing invaluable guidance to advice practices.

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Financial planning
How does QAR duration compare to other financial services inquiries?

The process of the Quality of Advice Review has now taken twice as long as the findings of the Hayne royal commission at more than 834 days, but it is understood this is “a relatively average pace” by policy standards.

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Promoted Content
Four Top Innovator Stocks in US Infrastructure

The transformation of US infrastructure presents significant opportunities for investors.

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Financial planning
Advisers ‘uniquely positioned’ to detect
financial abuse

Multiple financial services organisations, including the FSC and FAAA, are calling for better handling of financial abuse, with financial advisers being “uniquely positioned” to recognise the signs through client relationships.

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Funds management
Selecting the right private debt fund for clients

With the private debt marketplace described as a “minefield” to navigate, research house Zenith Investment Partners has shared tips to help advisers select the right fund.

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Financial planning
ATO warns on rush job to file tax returns

The Australian Taxation Office has warned individuals who rush to file their tax return next week are twice as likely to make a mistake by filing before all information is available.

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Funds management
Capturing AI demand through thematic ETFs

Global X Australia’s Manny Damianakis unpacks how thematic ETFs, particularly those centred around artificial intelligence, are helping advisers capture investor interest for specific megatrends.

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Feature
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Features
Bridging the gap as HNW clients seek alternatives

Advisers and platforms have a role to play in educating their clients with alternative investments, according to Praemium, as research finds alternative assets are set to reach US$21 trillion next year.

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