MM Newsletter
  05 May, 2022
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Latest News
Money Management Original
Adviser exits fail to translate into business sales
The number of buyers for financial planning firms is at record highs but sellers should be aware it can take up to three years for them to fully exit a business.
Money Management Original
What’s in the pipeline for platforms?
Targeting new demographics and trends as well as centralising technology solutions is on the cards for platforms over the next few years, according to some of the largest platform providers.
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What managed account firms do differently that drives success
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Industry News
Outflows continue for Magellan
Funds under management at Magellan have fallen to $68.6 billion in April although there was a slight uptick in its infrastructure division.
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Industry News
Twitter undervalued by Musk
Forager is disappointed by the sale of Twitter to Tesla founder Elon Musk as it believes the company is more valuable than Musk’s purchase price and has not reached its full potential.
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Industry News
Synchron chair to depart after 15 years
Synchron chair, Michael Harrison, is to retire as the firm acquires WT Financial Group with the firm thanking him for his contribution to financial services.
Industry News
Digital option for MLC insurance claims
MLC Life Insurance has partnered with Insignia Financial to launch a digital option for members to lodge and track their claim.
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Industry News
Unlicensed trader sentenced to jail after fraud
Dr Roger Munro has been sentenced to four and a half years imprisonment after pleading guilty to three counts of fraud.
Expert Analysis
Money Management Original
Does general advice play a role in supporting consumers?
General advice may help you reach a broader audience, but personal advice provides a better way to meet client needs and manage compliance risk, writes Steve Davison.
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Money Management Original
Utilising the advantages of investment bonds
Investments bonds offer a number of flexible, tax-advantaged benefits, writes Emma Sakellaris, but these are often overlooked as old fashioned when it comes to portfolio allocations.
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