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MM Newsletter
11 Dec 2024
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Latest News
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Financial planning
Engaging the next generation in advice

When it comes to engaging younger clients, Fidelity has unpacked potential concerns of this generation when it comes to seeking advice as well as how they prefer to interact with their adviser.

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Financial planning
Insignia agrees to SS&C deal to transform Master Trust

Insignia Financial has entered into an initial agreement with fund administrator SS&C Technologies to transform its Master Trust business following a strategic review.

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Promoted Content
Balmain. A smarter path to Investing

In the ever-evolving world of investment, seeking better alternative sources of income has become increasingly crucial for investors. Balmain helps expand your portfolio.

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People & Products
AMP taps Mercer exec for strategic
partnerships role

AMP has appointed a national manager for strategic partnerships, with John Allmey making the move from Mercer Australia.

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Funds management
Smart beta ETF usage on the rise
among advisers

Financial advisers are demonstrating interest in smart beta ETFs, according to VanEck, who are using it as an alternative to active management.

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Funds management
HMC Capital hires director to boost
wholesale reach

Former BT sales executive, Sarah Hegarty, has taken up the role of senior director of wholesale distribution at HMC Capital.

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Funds management
Perpetual/KKR deal in doubt amid significant
tax liability

The deal between Perpetual and KKR is in doubt after the ATO significantly reduced the estimated cash proceeds for shareholders due to a $488 million primary tax liability.

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Funds management
RBA makes final 2024 rate call

The Reserve Bank of Australia has announced its final interest rate decision for 2024 amid stubborn inflation and faltering economic growth.

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Expert Analysis
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Expert Analysis
Advisers playing risky game with direct overseas employees

Advice businesses that directly contract offshore workers are exposed to legal challenges in light of a recent Fair Work Commission decision, writes Danielle Cornelissen, CEO and founder of 5 ELK.

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