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MM Newsletter
20 Jun 2024
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Latest News
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Financial planning
The opportunity for advisers to support booming family offices

Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies.

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Financial planning
Advisers debate whether to charge for an
initial meeting

Money Management speaks with five advisers on whether or not they charge for their initial meetings, as Elixir Consulting finds the volume opting to charge has doubled since 2020.

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Promoted Content
An extended cycle: watch the inflation path

Central banks are signaling a desire to start cutting rates. Loomis Sayles’ Lynda Schweitzer doesn’t see evidence of a decisive turn for the worse in the economic cycle.

Find out what this means for portfolios
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Funds management
ASIC obtains interim orders against
managed fund

ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia.

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Financial planning
Gen X drive early adoption of digital advice

Nearly half of Generation X are turning to digital financial advice for support, Natixis Investment Managers discovers, in combination with a human adviser.

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Financial planning
DASH hires new CTO to drive growth

The financial advice software provider has appointed a new chief technology officer replacing Ted Tsao as the firm enters its next growth stage.

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Funds management
Bullish asset allocators retreat from bonds

The latest Bank of America Global Fund Manager Survey has found investors are the most bullish they have been since November 2021, pivoting away from bonds and into equities.

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Podcast
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Editorial
Relative Return: What do fund managers look for in new hires?

In this episode of Relative Return, host Laura Dew speaks with Mischa Bennett, managing director of Capital Executive Search, to dig into the intricacies of fund management recruitment.

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