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MM Newsletter
27 Sep 2024
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Latest News
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Financial planning
Double advice acquisition propels adviser shift

An acquisition of two advice practices by a national advice group has led to a shift in financial adviser numbers, with one losing 33 advisers as a result.

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Financial planning
The higher revenue borne from strong
tech usage

The vast majority of financial advice firms which are fully embracing and adopting new technologies are reporting an annual revenue north of $1 million, Netwealth reveals.

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Promoted Content
A comprehensive guide to portfolio construction for financial year 2024–25

Money Management and our partners explore global equities, commercial real estate, private markets, Australian small-cap equities and retirement income.

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Financial planning
HUB24 takes stake in alternatives firm

Platform HUB24 has taken a minority stake in an alternative investment company to design and offer a range of alternative products to financial advisers.

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Financial planning
Qld-based paraplanning business acquired

Contract Paraplanning Services, previously led by director Hayley Knight, has been acquired by two new owners looking to drive further growth in the business.

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Funds management
Former RBA governor Lowe joins Barrenjoey board

Former RBA governor Philip Lowe has been appointed to the board of Barrenjoey as an independent non-executive director, six months after his first post-RBA move.

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Funds management
Platinum board reaches unanimous verdict on Regal bid

The board of Platinum Asset Management has reached a “unanimous conclusion” regarding a proposal from Regal Partners to acquire the company.

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Podcast
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Editorial
Relative Return: The diversification benefits of real estate

In this episode of Relative Return, host Maja Garaca Djurdjevic chats with Chris McGibbon, global head of real estate at Nuveen, about the long-term outlook and why the “knife has stopped falling” in property.

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