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MM Newsletter
11 Sep 2024
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Latest News
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Financial planning
The ‘purple patch’ of M&A transforming advice

Two CEOs and a recent report have underscored how the current period of M&A, led by large buyer groups, is redefining the financial advice profession and creating a notable “purple patch”.

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Financial planning
Professional judgement, not prescriptive rules: FAAA

The FAAA has argued against “prescriptive record keeping obligations” in favour of advisers using their professional judgement.

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Promoted Content
What if GLP-1 drugs disrupt your favorite takeaway?

We ask the right questions to uncover how diabetes and obesity drugs are having a disruptive impact, not just across health care but also a range of other sectors and industries.

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Financial planning
VBP unveils minority stake in advice platform

Outsourcing company Vital Business Partners has taken a minority equity stake in a digital platform for financial advisers, which will help fund its future growth plans.

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Funds management
GQG enjoys 10th consecutive FUM rise

GQG’s funds under management has continued to climb after surpassing US$150 billion earlier this year.

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Funds management
Platinum suffers further outflows in August

Platinum Asset Management’s funds under management was $12.23 billion at the end of August, down from $13.03 billion in July.

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Expert Analysis
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Expert Analysis
Fixed income’s digital revolution has arrived, it’s time to adapt

Systematic fixed income approaches are finally hitting the mainstream. For those starting to incorporate them, it is important to seek managers with a long and proven pedigree.

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