MACQUARIE

Financial planning

Macquarie has embarked on a $5 million print advertising campaign aimed at dispelling perceptions that Macquarie is only aimed at the big end of town....

Financial planning

Last year I wrote an article I called “Regulation – friend or foe, crutch or protector” (<I>Money Management</I> retitled it “Is it really necessary to have more rules fr...

Funds management

AMP Asset Management has been confirmed as the biggest manager of property in Australia, narrowly edging out Westfield Holdings....

Financial planning

Bendigo Bank has joined forces with SMF Funds Management in an effort to shake up its lagging position in the superannuation market....

Financial planning

Tasmanian Trustees is looking at boosting its funds management business through internal growth and its new joint-venture banking operation with Bendigo Bank, says new ch...

Financial planning

While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...

Financial planning

Bendigo Bank has joined forces with SMF Funds Management in an effort to shake up its lagging position in the superannuation market....

Editorial

There are nearly 7,000 managed funds vying for the hard earned savings of Australian investors. Only a few ever reach the dizzying heights of becoming mega funds. Kate Ka...

Financial planning

The banks are getting into financial planning in a big way – and the National Australia Bank is no exception. John Wilkinson reports on the growth of the National’s prem...

Financial planning

BT Funds Management believes it will be close to the top of the inflow tables when Assirt releases its market share report for the June quarter next month....

Financial planning

BT Funds Management believes it will be close to the top of the inflow tables when Assirt re-leases its market share report for the June quarter next month....

Financial planning

The vast majority of Australia’s 12 million superannuation fund members will be smiling when they receive their superannuation statements in the next few weeks....

Financial planning

A group of Count advisers including some of its biggest hitters have left the group, striking out on their own as a new accountant based financial planning group....

Financial planning

Macquarie will add a margin lending facility to its wrap account service in what it describes as the first geared investment features to be added to a wrap account....

Financial planning

Macquarie’s wrap service has signed up with Colonial to use the group’s Investment Accelerator margin lending service....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 3 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

3 weeks 4 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

3 weeks 4 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 3 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago