Equity lever is a simple investment solution designed for a wide range of investors, including SMSFs....

Macquarie has renamed the COIN financial planning software and sold its institutional software licence to home in on the IFA market....

Rubik Financial has appointed former head of Asgard Wayne Wilson as managing director - wealth of COIN....

Rubik Financial has completed its acquisition of COIN Software from Macquarie's Banking and Financial Services Group....

FSC chairman Peter Maher has raised concerns about the industry's ability to comply with FOFA and MySuper in the available deadlines when definitions are still not availa...

AMP Capital, Macquarie Capital Group and DUET Group have agreed to internalise the management of the previously joint managed DUET....

New report advocates tailoring SMSF advice to generational needs....

A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...

In the past six months, Macquarie Private Wealth has added 13 new financial advisers across six of its state offices as it continues to expand its national presence....

Macquarie Adviser Services has enhanced its product offering for SMSFs, introducing an upgrade to the functionality of its term deposits....

As the returns from ASX200 stocks appear to be moving ever more in unison, having the ability to pick stocks outside of the mainstream market is more important than ever,...

Overall satisfaction with financial planning software has reached a four-year high, with AdviserNETgain receiving the highest rating, according to a survey....

Macquarie Adviser Service's latest internal survey leaves it feeling satisfied....

Investment Trends research finds financial planners play an enormous role in the take-up of capital protected products....