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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....
Financial planning
Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...
Financial planning
Macquarie has launched what it believes is the first venture capital fund aimed directly at financial advisers....
Financial planning
At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...
Financial planning
Commonwealth Financial Services has topped the ASSIRT quarterly inflow tables for the third time in succession, thanks largely to huge inflows into its cash management tr...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...