Happy holidays from Money Management
The entire team at Money Management would like to wish all readers and their families a happy and joyous Christmas and a safe and prosperous new year.
This is the final Money Management e-newsletter for 2004. The newsletter will return in January, 2005, to provide you with the most comprehensive and timely daily coverage of the financial services sector.
The next print edition of Money Management will be published on January 20, 2005.
Merry Christmas and a happy new year.
Recommended for you
Proper recordkeeping has been described as the “mortar between the bricks” of the advice process and critical to an FSCP decision as an adviser is suspended for failures in this area.
There could be changes ahead for how ASIC requires licensees to handle conflicts of interest as the corporate regulator announces it will be meeting key stakeholders next year to update guidance.
As investors increasingly seek to embed ESG considerations in their portfolios, a specialist adviser has offered tips for financial planners who may feel overwhelmed in tackling these complex topics with clients.
Global investment consultancy bfinance is expanding into offering services for wealth managers as they seek advanced investment strategies for their clients.
