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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ASIC’s enforcement action is having an active start to the new financial year, banning a former Queensland financial adviser for 10 years in relation to fees for no service conduct.
ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay.
Australian licensees are expected to make greater use of custom model portfolios for their clients, according to State Street Investment Management, following in the footsteps of US peers.
Adviser Ratings has argued that it’s time for more advisers to utilise digital engagement tools available to them as a disconnect grows between consumers seeking advice from finfluencers and from professionals.
