MACQUARIE

Financial planning

Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....

Financial planning

So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....

Financial planning

Colonial First State’s FirstChoice master trust has opened a new front in the battle for platform supremacy by signalling its intent to tackle more high end rivals head-o...

Financial planning

The funds management industry grew by just under 15 per cent for the year ending September driven by strong investment markets and buoyed investor sentiment....

Financial planning

Index hugger Vanguard and specialist bond manager Pimco have been rated the pick of international fixed interest managers by research group Morningstar....

Financial planning

Challenger Financial Services Group will increase the diversification of assets backing its annuities business after selling five offshore properties, in a move that redu...

Financial planning

Mercer Investment Consulting has lost another key team member with funds management group Queensland Investment Corporation announcing today it has recruited senior analy...

Financial planning

Mercer Investment Consulting, bucking the trend against its recent hiring spree, has been forced to restructure its senior ranks following the departure of its national p...

Financial planning

Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...

Financial planning

Growth orientated super funds have had a bumpy start to the 2004/05 financial year but ended the September quarter in positive fashion after global shares markets, Austra...

Financial planning

Challenger Financial Services Group is continuing its sale of non-core assets with the offloading of its $150 million margin lending book to Macquarie....

Financial planning

Portfolio Partners is aiming to combat the fierce competition faced by fund managers when seeking exposure to platforms and dealer group recommended lists by creating a n...

Financial planning

Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...

Editorial

Money might not be gushing into individually managed accounts, but there are a range of providers that strongly believe in the sector. Kate Kachor spoke to some groups th...

Financial planning

Platform provider Navigator today became the latest fund manager to roll-out its own Term Allocated Pension products ahead of law changes that will see the new income str...

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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 16 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