MM Newsletter
19 May 2023
Latest News
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Investors at risk of making ‘costly mistakes’ amid advice access constraints

Removing regulators burdens and improving access to financial advice could prevent investors from making poor financial decisions amid mounting market uncertainty, according to the direct CEO of a major asset manager.

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Tax deductible advice ‘a step in the right direction’

With an ATO review underway to make financial advice tax deductible, Tangelo Advice Consulting’s Conrad Travers has reiterated why this would be a positive step forward for the industry.

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Sponsored Content
Adviser insights podcast: Strategies for managing the wealth transfer
Praemium's Matt van Dijk talks to Francis Rigby of Financial Advice Matters about preparing clients for the intergenerational wealth transfer. Tune in for expert insights.
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Younger investors lean into buy-and-hold strategies

Despite market volatility, Gen Y and Z investors are resisting selling pressures and opting for buy-and-hold strategies to build wealth, according to new data.

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Vanguard bolsters retail team amid restucture

The investment manager has announced the creation of two new divisions and outlined a new structure bringing together its superannuation and non-superannuation businesses.

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Insignia Financial expands executive team

Insignia Financial has announced the appointment of a new chief risk officer and chief member officer and named a head of superannuation.

Podcast
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Relative Return: Welcome to a new era of structural inflation

In this episode of Relative Return, host James Mitchell catches up with Milford Asset Management’s Will Curtayne to find out why he believes property price growth will track wage growth over the next decade.

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