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MM Newsletter
07 Nov 2024
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Latest News
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Financial planning
Co-regulation in sight by 2030, says FAAA

The FAAA is hopeful that it can achieve co-regulation by 2030, acting as a stepping stone towards its ultimate goal of a fully self-regulated financial advice profession within a decade, says chair David Sharpe.

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Financial planning
Platform v adviser: Who decides on
product selection?

With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility sits with the adviser.

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Financial planning
The symbiotic relationship between advisers and accountants

A team of specialists can provide a better experience for clients, according to Findex, with advisers and accountants urged to have a close relationship.

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People & Products
Winners unveiled for Australian AI awards 2024

Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards.

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Financial planning
Federal Court gives verdict on Dixon Advisory director Ryan

The Federal Court has given a verdict on ASIC’s case against Dixon Advisory director Paul Ryan which had alleged he breached his director duties.

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Funds management
AllianceBernstein sees departure of
Australian MD

AllianceBernstein’s managing director Brad Karp has stepped down after more than two decades in the role.

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Funds management
Magellan FUM flat as firm launches 2 funds

Funds under management at Magellan Financial Group were unchanged in October as the firm launched its first two funds with Vinva Investment Management.

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Funds management
Bond ETFs touted as ‘efficient gateway’ to resilient portfolios

Janus Henderson has detailed how advisers can utilise these fixed income offerings to help clients achieve financial stability.

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Podcast
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Editorial
Relative Return: The ‘stockpicker’s dream’ of SMID stocks

In this episode of Relative Return, host Laura Dew speaks with Eric Braz, portfolio manager at MFS, to discuss the world of small and mid-cap equities.

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