MM Newsletter
17 Jan 2023
Latest News
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INDUSTRY NEWS
Why this adviser is using ChatGPT to help his clients

With its advanced ability to streamline and simplify content, one adviser believes AI chatbot ChatGPT could prove a useful tool in providing financial advice as well as bring down time and cost.

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INDUSTRY NEWS
The characteristics of high-performing advice firms

A comprehensive study by Dimensional has offered an optimistic picture of the Australian financial advice industry.

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INDUSTRY NEWS
Former adviser sentenced after document falsification

A former Adelaide financial adviser has been sentenced for two counts falsifying company books, having previously been charged last June.

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INDUSTRY NEWS
Corporate earnings trajectory could ‘surprise’ investors

Premium-rated growth and yield stocks remain vulnerable to further adjustments to interest rates amid continued economic uncertainty, according to investment manager Maple-Brown Abbott.

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INDUSTRY NEWS
WTW creates Asia Pacific business

Global advisory business WTW has merged its Asia and Australasia businesses to create one Asia Pacific region, led by Simon Weaver.

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INDUSTRY NEWS
Talaria Asset Management appoints COO

Elizabeth Ninness, previously an executive consultant with NAB, will take on the role of chief operating officer at Talaria.

Expert Analysis
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INDUSTRY NEWS
Some things don’t change

2022 certainly was turbulent, writes Monik Kotecha, but some things don’t change, no matter how wild the ride.

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