MACQUARIE

Financial planning

Investing in the Standard & Poor's/ASX Small Ordinaries Accumulation Index returned solid dividends for many investors last year, but you had to be in the right place at ...

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Financial planning

As breaches of superannuation contributions caps hit an all-time high, advisers must be more vigilant in shifting the liability from themselves onto their clients in orde...

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Financial planning

Macquarie Funds Group has announced it will remove the performance fee and change the benchmark of the Macquarie International Infrastructure Securities Fund (MIISF) in t...

Financial planning

Macquarie Banking and Financial Services Group (MBFSG) has reappointed Mercer to provide investment research and consulting services for the next three years....

Financial planning

The reverse mortgage sector has shrunk drastically over the past few years, with many players exiting the market due to funding issues – but some industry experts p...

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Financial planning

Platform technology has developed to the point where it can adapt to meet the evolving needs of advisers, including an opt in solution, according to Macquarie Adviser Ser...

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Financial planning

Boutique fund managers have questioned the results of research released by Datamonitor showing that 80 per cent of independent investors would only buy assets from large ...

People & Products

Macquarie Private Wealth has appointed Natasha Yeoh as chief operating officer....

Financial planning

Praemium has included the Macquarie CMA on its Smartwrap offering....

People & Products

Doug Lee has returned to Macquarie Bank’s relaunched Australian mortgage business to head national sales, after spending five years with the bank in North America....

Financial planning

Macquarie Wrap has launched its new model portfolio capability, following a seven-week trial including 10 dealer groups....

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Financial planning

The three major banks tied up in the Storm Financial collapse have defended their positions against the threatened action by ASIC....

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Financial planning

The Macquarie Group has confirmed that it has shut down its wrap platform in the United Kingdom due to what it described as execution challenges and difficult business co...

Financial planning

Macquarie Life has joined forces with Teachers Health Fund to offer its new life insurance product to its 200,000 strong member base....

Life/Risk

Almost half of adviser income from risk advice in the last 12 months came from new clients, with one in five advisers writing more than $100,000 in new risk premiums, acc...

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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