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MM Newsletter
05 Sep 2024
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Latest News
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Financial planning
The true value of advice to a client

Financial advisers have added at least 5.7 per cent in value to their clients over the past year, according to Russell Investments, and the firm has shared recommendations on how further value can be added.

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Financial planning
What are 5 compliance mistakes made
by AFSLs?

Compliance and risk consultancy Assured Support has pinpointed five common compliance mistakes made by financial advice firms, borne from small oversights that can quickly transpire.

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Promoted Content
ETF Impact Report 2024–2025: The Next Wave of Innovation

Are you prepared for the next wave of ETF innovation? The ETF Impact Report reveals top predictions for global industry growth and today’s greatest opportunities.

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Financial planning
ASIC applies for Keystone liquidation

ASIC has applied for Keystone to be liquidated rather than wound up, as the Federal Court requests a report detailing the potential returns for any victims who have suffered losses.

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Financial planning
Fitzpatricks Group appoints CEO as
Blackledge departs

National advisory firm Fitzpatricks Financial Group has appointed Andrew Fairweather as its new group chief executive, replacing Jodie Blackledge who steps back after four years in the role.

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Financial planning
Insignia appoints former ASIC commissioner

Insignia Financial has appointed a former ASIC commissioner and superannuation chief executive as chair of its Trustees business.

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Funds management
How the Ella Baché CEO built a business empire

Ahead of her keynote address at the Women in Finance Summit 2024, Ella Baché CEO Pippa Hallas reveals the secrets to building a business empire that embraces disruption.

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Expert Analysis
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Expert Analysis
Reaching the time-pressed but investment-savvy female demographic

With more women aged 35-50 engaged in their finances and investments than ever, the cohort is a growing demographic for financial advice firms to work with, writes Nina Kazmierczak.

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