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MACQUARIE
Financial planning
Macquarie Portfolio Services is set to offer more investment options on its Wrap Solutions platform after passing $7 billion in funds under administration (FUA)....
Financial planning
Macquarie Funds Management will shift its investment style from Growth at a Reasonable Price (GARP) to style neutral in its Australian equities portfolios resulting in th...
Financial planning
Macquarie Portfolio Services will launch its own version of a low cost platform in August which will offer minimum investment levels of only $2000 to access the platform....
Editorial
Macquarie Bank has posted a $333 million after tax profit for the year to March 31 thanks to each division of the group increasing profit and market share and achieving a...
Financial planning
Credit Suisse Asset Management (CSAM) has made a move into the depressed Asian equities market, launching an Asia ex Japan fund for Australian investors at what it claims...
Financial planning
Macquarie Bank has boosted its alternative investments offering to retail investors with the launch of the Macquarie Forestry Investment (MFI) Fund....
Financial planning
Macquarie Funds Management now has almost $6 billion invested in Asian joint ventures after taking a 40 per cent stake in Taiwanese boutique fund management firm United S...
Financial planning
Macquarie Wrap Solutions has struck a deal with van Eyk Research to utilise the latter’s Blueprint series of funds across its two platforms - the high net worth Macquarie...
Financial planning
Credit Suisse Asset Management (CSAM) has made a move into the depressed Asian equities market, launching an Asia ex Japan fund for Australian investors at what it claims...
Financial planning
The attention generated by the shadow shopping survey appears to have paralysed the industry, argues Tom Collins....
Financial planning
Badging’s success is unrivalled in getting planners to make use of them. Jason Spits looks at where the numbers fall....
Financial planning
Back-office software provider Advent has pulled out of the Australian market and closed its Melbourne office....
Financial planning
Asgard and Macquarie Wrap have made big pushes for new business announcing boosted payments to advisers for writing new business into the investment platforms....
Financial planning
Listed financial services group Hartleys Limited will close its wealth management division, sell its margin lending book and transfer selected Hartley advisers and client...
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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...