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MACQUARIE
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. ...
Funds management
FE Analytic’s second run of quantitative Crown Ratings has found that this time it was Macquarie Investment Management which has topped the table of the most effective fu...
Funds management
The list of funds receiving one and two FE Crowns was littered with big names such as Magellan, Schroders, AMP Capital, Macquarie and BlackRock....
Funds management
The latest FE Crown Ratings confirm that substance always defeats hype, with four of the six funds rated as having the most Crown Ratings in November, last year, continui...
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MARKET INSIGHTS
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 ...