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MM Newsletter
18 Jun 2024
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Latest News
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Financial planning
What are the greatest compliance risks
for AFSLs?

From cyber security threats to external reviews, financial services law firm Holley Nethercote has uncovered the most notable compliance concerns for AFSLs.

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Funds management
CFS approves first FSI replacement manager

Colonial First State has confirmed the first alternative manager for its funds, following the closure of four First Sentier Investors teams.

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Promoted Content
Why AI and China are Driving Copper Demand

Copper prices have surged recently, driven by a mix of inflationary pressures and disruptions in supply and demand.

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Financial planning
What women want: Changing the advice space for female clients

JBWere Australia CEO, Maria Lykouras, and a female financial adviser have underscored how advice practices can better service female clients from communication and trust to investment selection.

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Funds management
Betashares receives $300m investment to fuel growth trajectory

ETF provider Betashares has secured $300 million in investment from Singapore-based Temasek which will acquire a stake in the business.

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Financial planning
Sydney AFSL sees licence cancellation

Licensees are being reminded to take prompt action once their licence is granted as ASIC cancels the AFS licence of a Sydney firm.

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Financial planning
Cost remains persistent barrier against retirement advice

The high cost of receiving financial advice continues to be a barrier preventing half of retirees from seeking an adviser’s support, Vanguard’s latest data shows.

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Feature
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Features
Bridging the gap as HNW clients seek alternatives

Advisers and platforms have a role to play in educating their clients with alternative investments, according to Praemium, as research finds alternative assets are set to reach US$21 trillion next year.

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