MACQUARIE

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...

Editorial

The Macquarie Bank group has announced a small increase of three per cent, for the year to the end of March 2002 but has suffered a modest loss within its Financial Servi...

Financial planning

Margin lending has continued to grab the interest and attention of the financial services industry with JDV announcing the rollout of a margin lending back office allianc...

Financial planning

The Assirt Research house is preparing to make radical changes to the way it measures managed fund inflows in an effort to more closely track the burgeoning flow of funds...

Financial planning

Macquarie Private Bank has continued its focus on growing its presence in the private clients market with the expansion of its senior advisory team....

Funds management

Macquarie has launched an Australian equities product as part of its True Index product range....

Financial planning

Former JB Were private client adviser, partner and deputy manager Robert Fiani has joined the Macquarie Bank team as a director of Macquarie Financial Services....

Financial planning

The Macquarie Bank is preparing to take on the Australian Tax Office (ATO) in court in a bid to reverse the tax office’s decision to disallow tax deductions for so-called...

Financial planning

Macquarie Private Bank, a division of Macquarie Financial Services, has set its focus on growth with the expansion of its senior team....

Financial planning

Macquarie Bank will be launching a new lending option fund aimed at the retail market....

Financial planning

One of Australia’s largest master trusts, Asgard, has dumped 16 funds offered by nine different fund managers from its investment menu as part of its latest revamp of the...

Funds management

Macquarie will open its newest private equity fund to retail investors, aiming to attract up to $150 million from them, based on the success of a similar fund launched in...

Superannuation

Boutique funds management house Hunter Hall is preparing to launch a new ethical superannuation fund in an attempt to capitalise on the growing popularity of its series o...

Superannuation

Macquarie has become the second Australian fund manager to include a geared option in an investment vehicle, following the roll out yesterday of its new superannuation in...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 1 hour ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago