MACQUARIE

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...

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Funds management

Plan for Life data sees wraps dominating net inflows in challenging conditions....

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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...

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People & Products

Macquarie Banking and Financial Services Group has appointed former Foxtel chief marketing officer Paul Heath as head of group marketing....

Policy & Regulation

Smaller platform providers claim large institutions that have financial products, administration services and distribution networks under one umbrella will find ways to p...

Financial planning

Yellow Brick Road has successfully completed its capital raising of over $12.5 million, with Macquarie Investment Management showing a late interest in the group....

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Financial planning

It may be relatively new on the funds management scene, but Macquarie Professional Series' IFP Global Franchise Fund has certainly made a name for itself in the Australia...

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Financial planning

As a result of product reviews and adviser feedback, Macquarie Life has announced a range of updates to its FutureWise and Macquarie Life Active products....

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Financial planning

Macquarie Wrap has finally broken through to take out the top position on the Wealth Insights Platform Service Level Report Rankings, with Colonial FirstWrap rated second...

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Financial planning

Vanguard and RARE strategies have outperformed their peers following a Morningstar sector wrap of seven global listed infrastructure funds....

Policy & Regulation

Macquarie Wrap says it has responded to the changing industry environment and shift to fee-for-service with the launch of a new range of investment, superannuation and pe...

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Funds management

Standard & Poor's Fund Services has placed the Russell Commodities Fund 'on hold' following a changeover in the underlying manager from Macquarie Funds Group to Jefferies...

Financial planning

COIN software has launched a new mortgage module for COIN Office, targeting the increasing number of financial advisers offering mortgage broking services to their client...

Funds management

A former Macquarie Bank fund manager has been sentenced to two years and six months imprisonment for front running....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 8 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago