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MACQUARIE
Financial planning
Lower-cost and flexible pricing models have been the most successful elements in driving planners’ satisfaction with investment platforms, according to a new report by In...
Funds management
Masterfunds have continued to grow in size, ending the year to March 31 with nearly half a trillion dollars in funds under management (FUM). ...
Funds management
The retail managed funds sector has grown 4.5 per cent in the March quarter; however the “sell in May and go away” syndrome may plague Australian markets later this year....
Financial planning
ASIC has reached a $1.1 million out of court settlement with BOQ, Senrac and Macquarie Bank in a high-profile Storm Financial case....
Financial planning
ASIC uses Macquarie’s Storm settlement to challenge premium handed to those who fund class actions....
Financial planning
Rubik Financial has further expanded into the planner market by purchasing another piece of software from Macquarie Bank....
Funds management
The campaign by Colonial First State (CFS) to promote its reputation as a leading investment house with specialist capabilities using 'The Investment Specialist Series’ h...
Financial planning
Macquarie Specialist Investments launches cash fund aimed at Significant Investor Visa market....
Financial planning
Advisers should use Heart Week to educate their clients about the costs of heart disease and the need to take preventative measures, according to Macquarie Life....
Editorial
Macquarie Group has announced a 17 per cent increase in net profit of $851 million for the full-year ended 31 March....
Funds management
The retail funds management sector grew by 14.7 per cent to $471.7 billion in 2012, according to Plan for Life....
Life/Risk
The pattern of year-on-year growth for risk sales has been repeated in 2012, according to DEXX&R....
People & Products
Former Macquarie Securities head of equity strategy Neale Goldston-Morris has joined Bennelong Australian Equity Partners (BAEP) as senior investment analyst....
Financial planning
Macquarie has launched a new planner-oriented product — an online application process with electronic verification to help advisers open cash accounts for their clients m...
Financial planning
Macquarie has launched an SMSF toolkit to improve client engagement and support advisers in managing their clients’ SMSFs....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...