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Financial planning
Australia’s burgeoning master trust and wrap platform market has continued to draw a significant portion of retail investment funds, but has not been able to escape the o...
Financial planning
The Frank Russell group has dropped Perpetual Investment Management as a manager within the Russell Australian Shares Fund, with Perennial Value Management set to join th...
Financial planning
The Macquarie Enhanced Fixed Interest Fund has broken the $1 billion mark for funds under management for the first time, after taking in more than $550 million in the 12 ...
Financial planning
It’s been three years since Money Management last profiled the Glenhurst Corporation and in that time much has changed. JOHN WILKINSON reports....
Financial planning
The InvestorWeb research group has released its latest review of the listed property trust (LPT) asset class, adding five new managers to its recommended list and urging ...
Financial planning
The Macquarie Bank Financial Services Group today announced the beginning of a $3.5 million branding campaign designed to spur continued funds growth amongst its retail p...
Financial planning
After less than six months in her role as head of executive services, Macquarie Financial Service’s Jane Watts has been promoted to the position of head of wealth managem...
People & Products
Macquarie Funds Management has appointed Stephen Giubin to the position of senior portfolio manager and analyst in its active equities team....
Financial planning
Macquarie Funds Management will move to list its wholesale Diversified Treasury Fund on master trust and wrap menus after the fund broke the $1 billion mark for funds und...
Financial planning
The Sealcorp owned Asgard investment platform has signed its first ever deal to build a badged version of its new wrap account, the eWrap, for a financial planning dealer...
Financial planning
The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....
Financial planning
Macquarie Margin Lending has moved to make its margin lending facility more accessible to investors by increasing its available funding and its number of approved shares....
Financial planning
The level of outstanding loans relating to margin lending accounts, as well as the number of margin lending clients, have grown dramatically in the past year. PRUE MOODIE...
Funds management
Macquarie Investment Management has launched a private equity fund-of-funds targeting the retail investor who wishes to invest in the wholesale private equity market....
Financial planning
Life insurance premium inflows declined in the 12 months to the end of June despite surges in the group superannuation investment and risk markets, according to figures r...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...