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MM Newsletter
08 Aug 2024
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Latest News
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Financial planning
Is self-licensing worth the cost?

Two financial advice professionals examine the cost-effectiveness of running your own AFSL, and whether the upfront and ongoing expenses are worth the benefits it provides.

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Financial planning
Closing the gender gap in wealth advice teams

New research has uncovered that wealth investment teams are seeing greater female representation than wealth advice teams, as well as what can be done to achieve gender parity.

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Promoted Content
Free e-book: Portfolio Construction Guide 2025

Download Money Management’s Portfolio Construction Guide 2025 to explore and demystify five asset classes that will assist advisers in enhancing portfolio construction strategies.

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Financial planning
Half of employees considering career change

With advice firms reporting challenges around staff retention and hiring, half of employees say they are willing to change careers in the next 12 months and pay isn’t always their primary driver.

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Financial planning
Former adviser launches AI service

An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser.

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Financial planning
Sequoia sees third chairman in 4 months

Advice licensee Sequoia Financial Group has announced a new chairman as the firm reshuffles following a shareholder dispute.

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Funds management
GQG shares FUM update ahead of FY results

GQG Partners has reported a small rise in funds under management in July, ahead of its full-year results later this month.

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Expert Analysis
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Expert Analysis
Unlocking growth in emerging markets

Macro forces are increasingly putting China on a different trajectory from its fellow emerging market economies, meaning advisers need to think differently when it comes to their EM exposure, writes Tamara Stats.

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