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Financial planning
New Towers Watson research reveals degree to which Australian investment managers have outperformed their global peers....
Life/Risk
Macquarie Adviser Services has welcomed recently issued income tax regulations that clarify the extent to which super fund trustees can claim tax deductions for life and ...
Financial planning
Perpetual has announced it will outsource third party provision of portfolio and fiduciary administration services for Private Wealth clients to Macquarie Investment Mana...
Financial planning
Suncorp and Perpetual lag in master fund market growth stakes....
People & Products
Coin Financial Software has announced a change of senior management, as the head of Coin, Robert McCabe, moves into a new role within Macquarie Banking and Financial Serv...
Financial planning
The probability of launching a financial product and having it be unsuccessful is higher than it has been in the past, meaning providers need to shift their focus more to...
Financial planning
As managed fund inflows struggle to return to pre-GFC levels, share trading and direct investments became increasingly popular with retail investors over the past couple ...
Financial planning
Standard & Poor's has upgraded the Macquarie High Conviction Fund and the SGH20 fund as part of its Australian equities large-cap sector review....
Financial planning
The Macquarie Group AGM has been told the company is in good shape, but faces challenges ahead....
Financial planning
There was only one ratings change in Standard & Poor's Fund Services's (S&P's) latest review of the listed infrastructure sector, which S&P described as relatively immatu...
Financial planning
Unified Healthcare Group has announced a new technology with the potential to reduce the cycle time for the collection of medical reports for applications submitted by pl...
Financial planning
Macquarie Private Wealth has launched a training and education program for its advisers, which the group says will provide support in client service and business developm...
Funds management
Plan for Life data sees wraps dominating net inflows in challenging conditions....
People & Products
Managing director of Merrill Lynch and former financial planner, Jay O'Neil, will soon relocate to Australia from the United States to head up Macquarie Private Bank, Mac...
People & Products
Macquarie Banking and Financial Services Group has appointed former Foxtel chief marketing officer Paul Heath as head of group marketing....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...