MM Newsletter
04 Sep 2023
Latest News
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Which licensees have stood out from the pack in the last two years?

Looking at changes in adviser numbers since H2 2021 in terms of appointments and resignations, research reveals just two licensee groups report a net positive change.

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‘Greenhushing’ approach won’t help funds long-term: Zenith

While some fund managers overstate their ESG credentials and others remove their sustainable outcomes entirely, it is transparent communication that will be critical to avoid greenwashing allegations, according to the firm.

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Keep Long and Carry On
Sebastien Page, Head of Global Multi-Asset and CIO for T. Rowe Price, explains why high yield bonds paired with long-term Treasuries offer attractive carry.
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Libertas Financial Planning in the process of liquidation

The financial advice dealer group is in the process of liquidation and deregistration, Sequoia has confirmed, as the parent company seeks to achieve operational and cost synergies.

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Government opens second objective of superannuation consultation

The government has released further exposure draft legislation on the proposed objective of superannuation, reflecting feedback received from its first consultation earlier this year.

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Russell Investments extends sustainable managed portfolio

The global investment manager has added three new options to its range of sustainable managed portfolios as the adviser demand for sustainable investment products grows.

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Advice firms take ‘leap of faith’ with flexible work weeks

Recognising the benefits of flexible work weeks on productivity, employee outcomes and engagement, two Australian advice firms have shared their successful trial stories with Money Management.

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