POWERED BY MOMENTUM MEDIA
MACQUARIE
Funds management
Hyperion Asset Management has announced that its Global Growth Companies Fund has been added to the Macquarie Wrap platform....
Features
While bucketing may reduce the volatility of returns, David Barrett writes that it also may increase the risk of a desired income stream ceasing due to a complete loss of...
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....
Never miss the latest news and developments in wealth management industry
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...