If you are unable to see the message below, click here to view online
MM Newsletter
22 Jul 2024
desktop timertrk_px
Latest News
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1718605156/Money%20Management/price-tag-mm_lf5sib.jpg
Financial planning
The pretty penny of self-licensing

With the self-licensing trend here to stay, what are the estimated costs and insurance risks for financial advisers operating their own AFSL without the backing of a larger licensee?

Read More
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1721368231/Money%20Management/merger-puzzle-business-mm_swa5y7.jpg
Funds management
‘Cashed up and confident’: Financial services M&A fiercely competitive

Mergers and acquisitions in the Australian financial services industry are expected to continue surging, with M&A leaders looking to double the number of deals they are pursuing.

Read More
893ecf7d76d34334868199a1b66e38e4.gif
Promoted Content
Asset class insights: Partners’ perspectives from their respective fields

Learn from our partners how each asset class is performing, how it fits into client portfolios and where they are seeing opportunities.

Download the Portfolio Construction Guide 2025 now.
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1721368357/Money%20Management/household-money-mm_q4fdsk.jpg
Financial planning
‘Asset rich, cash poor’ retirees sitting on $1.3tn in property

Deloitte’s Andrew Boal believes there is a role for financial advisers to help clients understand longevity literacy as retirees find themselves “asset rich, cash poor”, thanks to rising property values.

Read More
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1720156586/Money%20Management/man-writing-document-mm_nrvb6b.jpg
Funds management
Regal to acquire minority stake in specialist manager

Regal Partners has announced its latest acquisition, taking a minority stake in a $1.4 billion specialist asset manager.

Read More
desktop timertrk_px
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1708663726/Money%20Management/john-mcmurdo-australian-ethical-mm_dbuwqy.jpg
Funds management
Australian Ethical sees 54% quarterly
inflow boost

Australian Ethical has reported $10.4 billion in funds under management as quarterly inflows grow by 54 per cent.

Read More
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1710204768/Money%20Management/Money_Management_Balanced_Fund_Article_img1_aamfxm.jpg
Funds management
RBA forecasts worry T. Rowe Price

T. Rowe Price has cut its exposure to Australian bonds as it believes the RBA’s next monetary policy move will lead to higher bond yields.

Read More
desktop timertrk_px
Feature
https://res.cloudinary.com/momentum-media-group-pty-ltd/image/upload/v1714544427/Money%20Management/satisfaction-range-spi_fdwlh4.jpg
Features
The ‘once in a generation’ platform opportunity

The rise of self-licensed financial advisers is creating a “once in a generation” opportunity for platforms as they are prompted to select their platform of choice for the first time.

Read More
desktop timertrk_px
Facebook Twitter Linkedin

© 2024 Money Management. All Rights Reserved. You have received this email because you have subscribed to Money Management or a Momentum Media publication. This email has been sent automatically and you cannot reply to it. If you have any questions please contact us directly. You are subscribed to our Bulletin service with this email [email protected]. The contents of this newsletter are purely for your information. Click here to read our disclaimer.

Click here to update your email receiving preferences.

Click here to remove yourself from this list or call us on 02 9922 3300.