Merry Christmas from Money Management
This is the final Money Management e-newsletter for 2017.
We’ll be back in 2018 with our first e-newsletter on Monday, 8 January.
We wish all our readers a peaceful and merry Christmas and a safe and prosperous new year.
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The FAAA is hopeful the education and experience pathway deadline will be the “last big thing” that could cause an adviser exodus but concern now turns to advisers moving to the wholesale space.
Invest Blue’s managing director says the firm is aiming to implement responsible private market access to its retail clients following the launch of its SMA last month.
After launching its digital advice offering earlier this year, AMP has announced the next phase of its strategy, providing its users with more personalised guidance.
Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings remain off the table.
