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MACQUARIE
People & Products
Stanford Brown has hired a senior business development manager as demand for managed accounts grows. ...
Funds management
Money Management looked at the fees and returns of Australian broad cap equity funds and found four low-fee funds producing top-quartile returns. ...
Financial planning
Accounting and financial services firms warn next generation industry workers to future-proof their businesses or risk losing clients....
Financial planning
The Commonwealth Bank is the most popular bank amongst the wealthiest 10 per cent of Australians, being the bank of choice for 36.7 per cent of those customers....
Expert Analysis
David Clatworthy writes that financial advice businesses that focus on personalising their advice offerings and utilising digital experiences will be best placed to attra...
Policy & Regulation
The Australian Securities and Investments Commission has banned two former Macquarie advisers from providing financial services for 10 years. ...
Financial planning
The role of the financial adviser is changing as a result of increased client expectations and technological advances, according to a Macquarie report....
Tools & guides
For carers looking to fund their children’s education, there are a wealth of options that advisers can guide them too, David Barrett writes....
Funds management
Separately managed accounts on the Wrap platform have exceeded $1.5 billion in funds under administration, according to Macquarie....
Funds management
Vanguard has announced it has launched diversified portfolio strategies which will be available on Macquarie’s separately managed accounts on the Macquarie Wrap platform....
Funds management
Money Management has looked at the Australian equity funds with over $500 million in funds under management in the Australian Core Strategies universe to see which ones a...
Financial planning
Macquarie has announced that its wealth arm will switch off all grandfathered commissions next year, impacting an estimated 17,000 client accounts....
Funds management
Pinnacle Investment Management has launched a new boutique fund which will be led by ex-Macquarie Australian Equities team members....
Awards
Capital Funds Management’s CFM Institutional Systematic Diversified Trust A has taken out the alternative strategies category of the 2018 Fund Manager of the Year Awards....
People & Products
Fintech start-up myprosperity has collaborated with established industry player, Macquarie Wealth, to integrate its platform with the bank. ...
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MARKET INSIGHTS
Podcast
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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...