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MM Newsletter
27 Nov 2023
Latest News
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Financial Planning
The profession’s fear of future ‘black swan’ event impacting CSLR funding

Advisers “live in fear of the next black swan event”, according to FAAA general manager Phil Anderson, as they anticipate the start of the Compensation Scheme of Last Resort levies next year and potential high costs to pay Dixon Advisory complaints.

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Financial Planning
Navigating the $12m Mercer Financial Advice penalty

Affected clients of Mercer Financial Advice paid over $14 million in inappropriate ongoing fees, as court documents show ASIC pushed for a penalty of $20 million.

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Financial Planning
How much longer do Dixon Advisory victims have to wait?

AFCA has confirmed to Money Management when it will start issuing determinations on Dixon Advisory complaints with a view to the Compensation Scheme of Last Resort’s introduction in April 2024.

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Financial Planning
Insignia’s Mota reflects on tenure ahead of departure

In his final shareholder speech, Renato Mota reflects on his tenure as Insignia CEO and the long-term competitive advantage of the business despite its sharp share price falls.

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People Products
The two smaller platforms vying for advisers’ assets

Adviser Ratings has identified two smaller platforms, which are making inroads in challenging established players in the market, as well as eight factors driving advisers’ platform selection.

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Financial Planning
Artificial intelligence presents undiscovered potential for ESG

ESG and responsible investing is yet another sector set to benefit from opportunities offered by artificial intelligence, says an associate director, but it also brings its own challenges.

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Feature
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Features
Responsible investing embraced by financial advisers

With nearly half of financial advisers providing responsible investment advice, ESG questions are becoming a fundamental part of the client discovery stage.

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