MACQUARIE

Financial planning

Independent financial advisers are remaining disillusioned with the big banks in the personal and business superannuation market, a new survey of independent advisers has...

Superannuation

It is with anticipation and some trepidation that the financial services industry greets the upcoming election as both parties have pushed superannuation onto the electio...

Financial planning

It is a pretty unusual occurrence to find a financial planner with nothing to do. It seems these days that if a planner does not have towering piles of paper work precari...

Financial planning

Macquarie Investment Management has given its diversified balanced funds a more conservative tilt after conducting a wide-ranging review into the structure of the funds....

Financial planning

Investors are bullish about increasing their exposure to the Australian sharemarket, despite the low-growth conditions affecting economies and share markets world wide, a...

Financial planning

The Association of Independently owned Financial Planners (AIOFP) has signed a deal with funds management group IOOF Funds Management to roll out a superannuation master ...

Financial planning

AMP and Macquarie have suspended business within certain unit trusts amid warnings from the Investment and Financial Services Association (IFSA) to investors that a numbe...

Financial planning

BT Financial Group will offer its wrap service directly to advisers for the first time under the banner of the BT Wrap....

Funds management

Macquarie Bank has rolled out Australia’s first instalment warrants over a listed Exchange Traded Fund (ETF)....

Editorial

Financial services technology group HP JDV Ltd has lost more than $17.182 million for the year ending June 30....

Financial planning

The National Australia Bank has regained the mantle as the top managed fund distributor in the retail market, dominating inflows into managed funds in the last three mont...

Financial planning

BT Funds Management has begun a concerted campaign to win-back adviser confidence in its investment skills, says chief investment officer Gary Symons....

Financial planning

Macquarie Portfolio Services has linked Macquarie Margin Lending to its wrap account, a move that could lead to further margin lending offerings later in the year....

Financial planning

Macquarie Portfolio Services has linked Macquarie Margin Lending to its wrap account, a move that may see the beginning of a margin lending offering spree within the grou...

Financial planning

Globalisation of the Australian financial services industry could take up to 10 years, says McKinsey and Company managing partner John Stuckey....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 days 7 hours ago

Interesting. Would be good to know the details of the StrategyOne deal....

6 days 13 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 4 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 6 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

5 days 11 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

4 days 14 hours ago