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Funds management
The use of SMAs continues to gather momentum, with Macquarie adding them to its Wrap Platform....
Superannuation
Funds under management and advice with retail and superannuation funds surpassing the $1 trillion mark in the year to June 2014, research from DEXX&R reveals....
Financial planning
ASIC has confirmed it has tightened its approach on enforceable undertakings in the wake of those applying to Commonwealth Financial Planning and Macaquarie Private Wealt...
Financial planning
The serious potential for fund illiquidity, as demonstrated by the recent van Eyk experience, warrants major regulatory reform, with frequent status updates and a re-eval...
Financial planning
Macquarie has shut down all but one of van Eyk’s remaining Blueprint funds, amid talks the research group is pursuing legal action against UK-based hedge fund Artefact Pa...
Editorial
The major institutions are right to take the lead on lifting educational standards in the financial planning space....
Financial planning
Mortgage Choice will push into financial planning aiming to double planners numbers by June 2015....
Funds management
Macquarie Investment Management has moved to terminate four van Eyk blueprint funds that were suspended last month following an illiquid investment. ...
Financial planning
Regulator claims Macquarie Equities Limited (MEL) had “very poor” record keeping and lack of detail in its advice documents....
Financial planning
ASIC will investigate former financial advisers with the Macquarie group which is to contact 160,000 clients who received advice over the past decade about the possible p...
Financial planning
Standard Life succeeds in having its GARS product listed on Macquarie Wrap. ...
Financial planning
Macquarie says it “found no evidence” that several financial advisers cheated on a continued professional development (CPD) test using answers circulated by management. ...
Policy & Regulation
Macquarie has used its AGM to claim it is on track in meeting the terms of its 2013 Macquarie Private Wealth enforceable undertaking....
Funds management
Macquarie Group has reported its contributions are down on quarter one last year, largely due to the timing of transactions and lower trade volumes in its securities busi...
Financial planning
Macquarie Group has reported a 49 per cent increase in net profit on the back of strong divisional performances....
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...