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Funds management
The platform market suffered yet another fall over the last year, with net fund flows reaching their lowest levels in 10 years....
Financial planning
ASIC's settlement with the CBA sees the BOQ and Macquarie Bank left to face Storm Financial litigation....
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....
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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...