MACQUARIE

Financial planning

Fraud in financial services will come under close scrutiny next month when a hard hitting and potentially industry damaging report on the issue is released....

Financial planning

Financial planning software provider IWL released VisiPlan version 5.8 last week and is already gearing up for version 5.9 – to be released in late October and include op...

Life/Risk

Macquarie Adviser Services has made changes to its superannuation insurance cover, including the introduction of an upfront commission for death and total and permanent d...

Editorial

Difficult investment markets inspire the search for simplistic solutions. Dominic McCormick says it’s time for a more sophisticated approach....

Financial planning

Macquarie Equities has rolled out a capital protected international investment fund offering access to investment strategies designed for wholesale investors but with a m...

Financial planning

Macquarie Bank has partnered with financial planning group, Professional Investment Services to launch a new six-year capital protected Australian equities investment pro...

Financial planning

Macquarie’s private equity arm is to raise its compliance standards after giving an enforceable undertaking to the Australian Securities and Investments Commission (ASIC)...

People & Products

Macquarie Funds Management has made an internal appointment to fill the gap left by former international division head, Ben Bruck, who became head of the group following ...

Financial planning

The turnaround in Platinum Asset Management’s decision to withdraw its funds from the Macquarie Wrap platform investment menu was not related to fees in any way, says Pla...

Financial planning

Platinum Asset Management has reversed its decision to pull its funds from the the investment menu of the Macquarie Wrap product after the latter introduced a revised fee...

People & Products

Morningstar has finally appointed a head of research for its Australian business after nine months of searching for an appropriate candidate following the sacking of form...

Financial planning

The managed funds industry has recorded positive inflows for the first time this year after total assets under management rose to $670 billion at the end of June, a $37 b...

Financial planning

Perpetual Trustees Australia today announced the appointment of Macquarie Funds Management head David Deverall as its replacement for outgoing managing director and chief...

Financial planning

InvestorWeb Research has upgraded three investment managers in its latest Australian listed property sector review and reduced the number of managers on its recommended l...

Financial planning

Macquarie Wrap Solutions’ new low cost ‘Baby Wrap’ went live today, offering investors with as little as $2,000 entry to an administration platform that claims lower fees...

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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 4 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