Friday, March 29, 2024

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MM Weekender
30 Mar 2024
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Latest News
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Policy & Regulation
First QAR legislation introduced to Parliament

Government has introduced a bill to Parliament to legislate the first stream of the QAR reforms.

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Financial Planning
Reflecting on 'whirlwind' first year of running an advice firm

One year after launching their own financial advice businesses, two advisers share their reflections with Money Management including the challenge of balancing steady growth as a smaller practice.

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Funds Management
WA individual sentenced over $57k insider trading

A former corporate adviser has been sentenced in the Supreme Court of Western Australia for insider trading to realise a profit of more than $57,000.

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Funds Management
Do diversified portfolios still pay off for clients?

It is becoming harder for financial advisers to build investment portfolios as Morningstar finds broad portfolio diversification has failed to add value in recent years compared to a vanilla portfolio of equities and bonds.

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Financial Planning
Significant revenue rises seen at listed advice licensees

Wealth Data analysis has seen a "significant jump" in gross revenue per financial adviser at eight ASX-listed financial advice licensees, and detailed the range between highest and lowest revenues.

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