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MM Newsletter
03 Nov 2023
Latest News
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Financial Planning
Industry sees triple-digit adviser losses YTD

The number of advisers who have left the industry since the start of the year has reached triple figures, with 11 advisers leaving this week.

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Funds Management
How does ASIC determine its greenwashing action?

The corporate regulator has outlined its philosophy in dealing with greenwashing and the by-product of greenhushing, having already reported around 35 of such interventions since undertaking this strategic priority in the last year.

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Sponsored Content
Ensuring Aussies aren’t the richest people in the graveyard

With the majority of retirement savings left unspent when most Australians die, advisers are playing a pivotal role in the growing landscape of retirement income products as industry focus shifts towards the decumulation phase.

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Financial Planning
AZ NGA acquires outsourced HR firm

AZ NGA has acquired an outsourced HR company, the latest step in its horizontal integration strategy to be involved in each component of the adviser supply chain.

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Financial Planning
‘Do it sooner rather than later’: The importance of succession planning

Louisa Sanghera highlighted the importance of a succession plan to Money Management after countless health battles spurred her to implement one.

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Funds Management
Global organisations unite to standardise responsible investment terms

The CFA Institute, the Global Sustainable Investment Alliance, and Principles for Responsible Investment have collaborated on a new resource towards improving consistency in the terminology used in responsible investment.

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Funds Management
Pacific Current favours GQG in takeover bid

GQG has emerged as the superior offer in a bid to acquire Pacific Current Group with a non-binding indicative offer of $11 per share but is yet to achieve the support of its largest shareholder.

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Podcast
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Editorial
Relative Return: Differentiating a small cap fund

In this episode of Relative Return, hosts Charbel Kadib and Laura Dew speak to Simon Brown, co-portfolio manager at Tribeca, about small cap performance and how he differentiates his fund.

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