POWERED BY MOMENTUM MEDIA
MACQUARIE
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...
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....
Financial planning
Macquarie Wrap has launched a Pension Update facility that enables clients to consolidate superannuation money into a single account based pension....
Financial planning
The retirement incomes market has experienced a degree of innovation over the last 12 months, but as Angela Faherty discovers, more change is needed....
Financial planning
Macquarie Life has launched a tele-interviewing service, which the company says will increase the efficiency of the insurance application process for financial advisers a...
People & Products
Aii has recruited Annmaree Varelas from the ASX to be the firm’s new chief executive....
Editorial
Col Fullagar takes a look at the recently launched Macquarie Life product, Active, and what it brings to the life insurance industry....
Life/Risk
Recently launched insurance product from Macquarie Life, Macquarie Life Active, has reached a $1 million milestone in premiums....
Top 100
A history of innovation was responsible for Macquarie getting the top spot in the business overheads product category of the Adviser Choice Risk Awards....
Financial planning
BT Financial Group outpaced its peers over the 12 months to 30 June, 2010, commanding the lion’s share of growth in both funds under management and new inflows....
Financial planning
Macquarie Adviser Services and Supercorp Technology have integrated software to automate and streamline self-managed super fund (SMSF) transaction data....
Life/Risk
Genesys Wealth Advisers has picked Asteron as its 6th insurance partner....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...