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MM Newsletter
24 Sep 2024
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Latest News
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Financial planning
Are licensees overpromising and underdelivering to advisers?

Commentators have discussed how value for money is becoming more critical than ever as licensee fees rise and failure by an AFSL to provide this is driving them to self-licensing.

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Financial planning
Escalating business costs emerge as top adviser concern

The rising costs of operating a financial advice practice has been ranked as the number one challenge for advisers today, outpacing administrative and compliance burdens.

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Promoted Content
Uranium Supply Approaches a Tipping Point

Uranium has recently gone through a bout of volatility, notably selling off from the decade highs it had hit earlier this year on bullish supply and demand narratives.

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Financial planning
Advisers given 5 weeks to submit to
Dixon inquiry

The final terms of reference for the Dixon Advisory inquiry have been released by the Senate economics references committee, and advisers have just over five weeks to make their submissions.

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Financial planning
Finalists unveiled for Women in Finance
Awards 2024

Financial advisers are in the running to win one of the coveted Women in Finance Awards 2024.

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Funds management
Global X ETFs Australia appoints new CEO

Global X ETFs Australia has appointed a new chief executive to replace Evan Metcalf, who will depart the ETF provider next month.

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Funds management
Stepping up to a leadership role as a CFO

As two global fund managers promote their chief financial officers to the top CEO role, what different skill sets do the two roles require and are these transferable?

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Features
Combined AMP/Entireti practices to create
mega licensee

Once the AMP advice sale to Entireti is completed, the size of the combined licensees will be almost double that of the second-largest licensee Count, and the deal is being positively received by commentators and shareholders.

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