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MM Newsletter
09 Jul 2024
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Latest News
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Financial planning
The ‘once in a generation’ platform opportunity

The rise of self-licensed financial advisers is creating a “once in a generation” opportunity for platforms as they are prompted to select their platform of choice for the first time.

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Financial planning
ASIC permanently bans former WA adviser

ASIC has permanently banned a former Western Australia-based financial adviser after he falsified his adviser exam certificate.

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Promoted Content
David beats Goliath: A story of private equity

“I’ve got liquidity problems.” This phrase has become a badge of honour among large-cap fund managers; a self-deprecating gloat that they’ve outgrown the market and become a victim of their own success.

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People & Products
AMP creates new head of retirement solutions role

The financial advice firm has appointed an Aware Super executive to join its platforms business in a newly created role aimed at enhancing and accelerating its retirement capability.

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Funds management
Regal aims to become leading private credit provider

Regal Partners has shared how the acquisition of Merricks Capital will progress its private credit goals, with 40 per cent of the firm’s FUM expecting to sit in private credit post-completion.

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Financial planning
How much is ASIC’s 2023–24 industry levy?

ASIC has confirmed the estimated industry funding levy for the 2023–24 financial year and how much licensees can expect to pay.

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Funds management
GQG Partners shares H1 FUM update

GQG Partners has shared its funds under management at the end of June and inflows for the first half of 2024, having taken minority stakes in three US-based businesses.

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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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