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MACQUARIE
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...
Financial planning
The Asgard master trust has taken out the top prize in this year’s Assirt Service Level awards after being voted the best investment platform in the country by financial ...
Financial planning
Macquarie Equities has signed a co-operation agreement with Asian brokerage firm CLSA Emerging Markets which aims to provide global clients with financial services in the...
Funds management
MACQUARIE Financial Services is rolling out a fund of private equity funds for the retail market in what it says is a watershed for investors wanting to access alternativ...
Financial planning
The industry has been rattling on about growth pensions for the best part of five years but, according to the experts, there are now some very compelling reasons for the ...
Financial planning
Macquarie Equity Markets has released two new capital protected investment products to cater to Australia’s increasingly nervy share market investors....
Financial planning
Dealer group AdvantEdge has lost three key players to Macquarie Bank, including its founder Jane Watts who has moved on to head up a similar venture within Macquarie’s Fi...
Editorial
An understanding of market movements is essential for financial planners and as ROBERT KEAVNEY writes, taking a longer term view will always reveal the underlying fundame...
Financial planning
Macquarie Wrap Solutions has claimed the top place in funds inflows for discretionary master trusts and wraps after recording inflows of $1.2 billion during the March qua...
Financial planning
The Australian Tax Office has handed down its first ever product ruling to the Macquarie banking group for its Macquarie Instalments IMC series, confirming the group’s de...
Financial planning
The past year’s tax agenda has been characterised by the ATO’s focus on tax effective schemes and unfair loopholes. FIONA MOORE reports on some of the year’s stand out ta...
Financial planning
Product innovation and demographic change is making margin lending products more attractive to a wider audience. SUE WEBSTER reports on the push of margin lending into th...
Superannuation
What are the differences between self-managed super funds, small APRA funds and a master trust, and what type of clients suit them? KATE KACHOR reports on what to look ou...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...