MM Newsletter
27 June 2023
Latest News
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What does a ‘fit-for-purpose’ SOA look like?

Six industry experts have shared their views on what a ‘fit-for-purpose’ statement of advice document could look like as the government commits to consultation on a new document.

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From medals to markets: Olympians taking the reins in financial services

After the sun eventually set on their successful sporting journeys, these elite athletes continued to pursue new frontiers in financial services for their second careers.

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It's time to rethink retirement income solutions
The changing retirement planning landscape led by an aging population, presents a golden opportunity for sector participants to reap the rewards of innovation.
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New superannuation-focused asset manager Playfair launched

Senior executives from UniSuper, UBS and Macquarie Wealth have officially launched Playfair Asset Management to support superannuation funds.

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Vale Harry Markowitz

Nobel Prize winner Harry Markowitz, creator of the modern portfolio and efficient frontier theories, has died in California aged 95.

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Sponsored Content
The transformative impact of ETFs on the investing landscape
Born out of one of the most significant events in financial history, State Street’s SPDR S&P 500 ETF Trust (SPY) helped kickstart the global exchange traded fund (ETF) industry 30 years ago, which has since grown to almost US$10 trillion in assets under management
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Convicted fraudster dupes NRL’s Jarryd Hayne out of $780k

A Sydney man permanently banned by ASIC and jailed for a Ponzi scheme allegedly duped former NRL player Jarryd Hayne out of $780,000 while the pair were in jail together.

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Perth adviser permanently banned by ASIC

A former Perth financial adviser has been permanently banned by ASIC after being sentenced in January for unauthorised client transactions.

Features
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Why (licensed) finfluencers could be the missing piece in the advice puzzle

Contrary to claims that finfluencers are a more accessible alternative to advisers, this licensed finfluencer believes she plays a complementary role towards easing investors into financial advice.

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