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Financial planning
Risk product features have become one of the top drivers of satisfaction among independent financial advisers, according to the 2012 Macquarie Life Satisfaction Survey....
Policy & Regulation
Rubik Financial managing director Wayne Wilson says the fourth version of COIN is ready for the Future of Financial Advice (FOFA) reforms....
Superannuation
SMSF specialists will have the opportunity to hear key speakers and themes at the Institute of Chartered Accountants Australia National SMSF Conference....
Financial planning
FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....
Financial planning
Equity lever is a simple investment solution designed for a wide range of investors, including SMSFs....
Financial planning
Macquarie has renamed the COIN financial planning software and sold its institutional software licence to home in on the IFA market....
People & Products
Rubik Financial has appointed former head of Asgard Wayne Wilson as managing director - wealth of COIN....
Financial planning
Rubik Financial has completed its acquisition of COIN Software from Macquarie's Banking and Financial Services Group....
Policy & Regulation
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...
Financial planning
AMP Capital, Macquarie Capital Group and DUET Group have agreed to internalise the management of the previously joint managed DUET....
Superannuation
New report advocates tailoring SMSF advice to generational needs....
Financial planning
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...
Financial planning
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....
Superannuation
Macquarie Adviser Services has enhanced its product offering for SMSFs, introducing an upgrade to the functionality of its term deposits....
Funds management
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,...
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MARKET INSIGHTS
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,...