MACQUARIE

Financial planning

A survey by Macquarie Portfolio Services has revealed that the knowledge of wrap services among advisers has escalated over the past 12 months, and particularly over the ...

Financial planning

Syndication has become the darling of the direct property investment sector, with new schemes coming to the market almost every month. John Wilkinson takes a look at what...

Financial planning

It is a sort of chicken and egg situation. One of the reasons behind the current property boom is the cheap money available. Yet mortgage lenders are becoming concerned a...

Financial planning

New Zealand could follow Australia's lead and dispense with the trus-tee system for many investment products according to James Turnbull, manager of Macquarie New Zealand...

Financial planning

Macquarie's latest private equity fund has been a hit with retail investors, with the fund closing oversubscribed....

Financial planning

It is timely to reflect on our industry. Not because of the millen-nium, but because over the last twelve months or so we have seen a changing of the guard in the indust...

Financial planning

Margin lending clients can open up a whole new demographic market for advisers, according to Macquarie Bank Equities Lending associate di-rector, Mary Thompson. Thompson,...

Financial planning

Venture capital has long been a staple of super funds in Australia and a standard investment sector for sophisticated US investors. Gareth Cosslett explores the possibili...

Funds management

APN Funds Management has launched a $18.2 million retirement property fund which eventually will be listed on Austock’s exempt market....

Financial planning

With $20 billion under management, half of which are retail funds, Macquarie In-vestment Management has been staging a performance comeback over the past year. Zilla Efra...

Financial planning

Investors and their advisers tend to pay scant attention to liquid-ity, what it costs and whether they need it. Just like more widely recognised factors such as market ri...

Financial planning

Macquarie Technology Funds Management and Acer Capital Australia have launched a $30 million venture capital fund....

Financial planning

A survey by Macquarie Portfolio Services has revealed that the knowl-edge of wrap services among advisers has escalated over the past 12 months, and particularly over the...

Financial planning

A new product from Macquarie Bank is the first of its kind to provide investors with a high level of exposure to an Australian share market fund without the risks usually...

Funds management

Shares have overtaken residential property as the investment of choice for Australians, according to a survey by Macquarie Investment Management....

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 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 7 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