MACQUARIE

Financial planning

Financial services group Fiducian has gone live with its own internally developed administration system in what the group is calling one of the most significant achieveme...

Financial planning

ING Australia’s small cap equity team has been poached by BT, marking yet another blow to ING’s track record in retaining senior staff....

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....

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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 2 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....

5 days 16 hours 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 3 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 1 day ago