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MACQUARIE
Financial planning
A bumper month in June which saw Macquarie Wrap Solutions grow by $500 million has pushed the platform’s total funds under advice over the milestone figure of $15 billion...
Financial planning
Coin Software’s acquisition by Macquarie Adviser Services would not affect its marketing and product integration relationship with van Eyk Research, according to Coin fou...
Financial planning
Macquarie Wealth Management has signed up the first six planners for its new affiliate dealer group, Lachlan Wealth Management, luring them away from Godfrey Pembroke....
Financial planning
Nothing much has changed on Money Management’s list of Top 50 Distributors during the space of the last 12 months....
Financial planning
Financial planners and retail investors are supporting a wider range of capital market vehicles than ever, but are becoming more discerning in doing so, according to KPMG...
Financial planning
The evolution of financial planning systems has taken various forms, as the complexity of advisers’ business practices grows. Traditionally, there has been the front-end ...
Financial planning
A repeat of the changes in funds under management seen during the March quarter will elevate Macquarie Bank to Australia’s largest asset manager, knocking Commonwealth Ba...
Financial planning
Boutique Australian equity manager Prime Value has secured its first listings on two retail platforms....
Financial planning
Diversifying into international property would have delivered Australian investors five times the return for half the risk compared to an all-domestic portfolio during th...
Financial planning
Macquarie Investment Management is poised to take the mantle of Australia’s largest investment manager from the Commonwealth Bank’s Colonial First State, according to the...
Financial planning
Despite being on offer for just a year, Asgard Elements has taken top spot in the platform category of this year’s Assirt/Wealth Insights Service Level Awards, while Macq...
Financial planning
Australian Unity is one of the Rising Stars in the retail platform sector, having increased funds under management to its own platform by 65 per cent during December 2003...
Financial planning
There are numerous reasons for the success of badged or ‘white label’ wraps, but none more significant than the benefits of scale they offer both the platform providers a...
Superannuation
The Commonwealth Bank of Australia appears as one of the Superstars on this year’s list of leading investment platform providers. It is the second largest group in terms ...
Financial planning
Perpetual Investment’s new global equities arm has signed-up two key new wholesale clients in the Irish and Australian marketplace....
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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...