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MM Newsletter
16 Sep 2024
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Latest News
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Financial planning
Why did August’s adviser exam see a lower
pass rate?

While the August financial advice exam saw a lower pass rate of 62 per cent compared with 70 per cent in previous sittings, this expert believes it’s for a positive reason.

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Financial planning
Anticipating the year ahead for 5 major
advice players

With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion.

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Promoted Content
Why Mutuality Powers Successful Adviser-Insurer Relationships

PPS Mutual rated Best Retail Insurer of the Year & highest Net Promoter Score (NPS) in the industry. Reflecting the benefits of the mutual model, its adviser support, service standards and product offering.

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Financial planning
Banned Melbourne adviser sees order varied with jail threat

An alleged involvement with an insurance claims business has led the Federal Court to vary the orders of a banned adviser to add the threat of jail time.

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Financial planning
AMP North makes enhancements for greater flexibility

The investment platform has announced several improvements, enabling advisers to create more bespoke solutions for clients as well as further exclusion options.

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Promoted Content
Whitepaper: How Advisers are embracing active management for clients

Download our FREE report to leverage insights from six leading advisers and help your clients succeed through volatile markets.

Download now
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Funds management
Lazard brings Japanese equity fund to
Aussie market

Lazard Asset Management has expanded its investment menu for Australian investors with a new Japanese equity fund.

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Feature
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Features
The 7 megatrends set to transform the
advice ecosystem

A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers.

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