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MM Newsletter
26 Jun 2024
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Latest News
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Financial planning
The quintessential advice firm in 2024

Data from Adviser Ratings’ upcoming Advice Landscape Report has painted a picture of the average advice practice in 2024, including the profit margins and revenue of top-performing firms.

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Financial planning
AFSLs warned over increased scrutiny of privacy rules

AFSLs need to be prepared for enhanced compliance requirements as new privacy rules will necessitate a thorough look at reviews and processes, especially under the threat of a tiered civil penalty system.

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Promoted Content
Private debt on the rise as investors look for income and dial down risk: Zagga

A growing cohort of investors are looking to private real estate lending to provide property exposure with less volatility, according to a new white paper by Zagga.

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Financial planning
Licensee petition launched to seek CSLR amendments

A group of licensees have put together a petition calling on the government to fix major issues around the CSLR levy and Delivering Better Financial Outcomes legislation.

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Financial planning
Prime Financial makes 2 senior hires

ASX-listed Prime Financial Group has made two senior appointments of an independent non-executive director and a chief growth officer.

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Funds management
Former HUB24 BDM joins Elston distribution team

Elston Asset Management has bolstered its NSW and ACT distribution team with the appointment of a senior BDM, who previously worked at HUB24.

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Financial planning
Staying ahead of the retirement income curve

Allianz Retire+ has highlighted why financial advisers should become specialists in guaranteed lifetime income solutions, as well as attracting new clients and strengthening existing relationships.

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Expert Analysis
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Expert Analysis
No substitute for good financial advice

The symbiotic relationship between financial advisers and ETFs has “never been clearer” as a rising number of advisers look to use them with clients rather than finding themselves usurped by them, writes Damon Riscalla.

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