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MM Newsletter
18 Apr 2024
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Latest News
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Financial Planning
The financial benefits of a specialised
client base

Adviser Ratings has explored whether there is a financial benefit to advice firms seeking to have a specialised client base in terms of client assets and fees charged.

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Financial Planning
Culture or salary: What do financial services professionals value most?

Research by two recruiters has revealed whether salary or team culture is more important to financial services professionals when considering a new position.

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Financial Planning
Two AZ NGA firms merge in ‘super firm’ strategy

Two financial advice businesses are to merge in a bid to create a multidisciplinary professional services firm as part of AZ NGA’s “super firm” strategy.

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Funds Management
Platinum CEO shares first turnaround
progress update

Platinum Asset Management chief executive, Jeff Peters, has shared a progress update on its newly-announced turnaround strategy.

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Funds Management
Three fund managers expand their ETF suites

Three solutions providers – Betashares, Franklin Templeton and Russell Investments – have all launched new ETF products, including one range which uses gearing to help
build wealth.

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Funds Management
WTW launches first fund for advisers

Financial advisers will have access to private equity investments run by WTW for the first time as it launches a pooled fund to provide savers with access to traditionally institutional assets.

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Expert Analysis
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Expert Analysis
Why your client portfolio needs professionals

Advisers today have a unique opportunity to position themselves as indispensable allies and trusted counsel to these professionals, providing the safety net they need, writes Brian Pillemer.

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