MACQUARIE

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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Financial planning

The Macquarie Group has confirmed that the shut down of its wrap platform in the United Kingdom will not affect its sister platform in Australia....

Superannuation

Self-managed superannuation fund compliance software provider BGL has teamed up with Macquarie’s COIN to reduce the risk of human error in merging client data....

Financial planning

Despite the significant changes taking place in the financial planning sector, masterfunds continue to dominate the financial services industry, something that is unlikel...

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Life/Risk

Introducing an additional insurer – Asteron – on its FirstChoice platform may make Colonial First State a leader, but it appears to be short of followers at p...

Financial planning

Boutique financial planning practices could be better utilising referral sources available to them in order to maximise revenue, a study has found....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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