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MM Newsletter
06 Nov 2024
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Latest News
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Financial planning
Thriving in the ‘brave new world of advice’

As the Australian financial advice industry undergoes transformative change, Adviser Ratings pinpoints five key trends characterising the future of the profession.

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Financial planning
Specialist network an ‘absolute must’
for advisers

Over 70 per cent of financial advisers are regularly working with other specialists in tax, aged care and estate planning, according to Viridian, to meet increasingly complex client needs.

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Promoted Content
Why does a consistent 1% alpha matter?

Is it really worth worrying about one per cent above the index? When it comes to compounding, the difference adds up.

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Financial planning
Are advisers missing out on managed accounts’ full potential?

Almost half of financial advice firms are still holding back from using managed accounts in their practice, Netwealth uncovers, despite the efficiency benefits they can offer to advisers.

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Financial planning
FAAA signs MOU with FPSB India to ease adviser shortage

Formalising its arrangement to bring international advisers to Australia, the FAAA has signed an international memorandum of understanding with FPSB India.

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Promoted Content
Gold at record high: what to do next

It’s been a glittering year for Gold. Register for our webinar as we discuss our Gold outlook and how investors can position their portfolios with Gold. CPD points available.

Register On-Demand
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Financial planning
Transparent promotion frameworks vital in financial services

A global investment management firm executive has called for standardised promotion policies to close the “gendered promotion gap”.

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Funds management
RBA announces latest rate call

The Reserve Bank of Australia’s latest interest rate announcement has left punters disheartened on Melbourne Cup Day.

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Expert Analysis
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Expert Analysis
Why do some advisers see more referrals
than others?

Referral arrangements with other professional advisers, known as Centres of Influence, can help financial advisers to build client relationships, engagement and trust over time.

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