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MACQUARIE
Funds management
Jamieson Coote Bonds’ active Australian bond strategy has been added to Macquarie Wrap, following a ‘recommended’ rating of its wholesale fund. ...
Features
While wrap platforms need to adapt and innovate the fundamentals need to stay the same to continue playing a leading investment role, Cameron Garrett writes....
People & Products
Zurich's acquisition of the Macquarie Life risk business has resulted in key hires in its distribution team across all states....
News
Macquarie Life has transferred its FutureWise, Active, and Sumo policies to Zurich Australia. ...
Funds management
Investors were increasingly opting to invest in high conviction funds as they often outperformed the market, according to Macquarie Investment Management. ...
Tools & guides
Curtis Dowel looks at five opportunities planners can consider in the lead up to the possible superannuation changes proposed in the 2016 Federal Budget....
Policy & Regulation
ASIC has banned two former Macquarie advisers for poor advice and lack of compliance as part of its Wealth Management Project. ...
Financial planning
ASIC has banned a former Macquarie Equities Limited representative from providing financial services for five years for inappropriate advice and engaging in unauthorised ...
Features
Almost half of firm leaders find balancing work and life a challenge. David Clatworthy looks at what firms can do to foster better work-life balance and its importance....
Funds management
Morphic Asset Management’s global opportunity fund was added to some of the industry’s largest platforms due to strong demand. ...
Life/Risk
Zurich has appointed two Macquarie Life personnel ahead of its acquisition of Macquarie Life, due to be finalised in October....
Funds management
Macquarie Securities has paid a $120,000 penalty after the corporate regulator found it had breached market integrity rules and narrowed filter parameters. ...
Funds management
ASIC commences proceedings against Macquarie Investment Management in relation to its role as the responsible entity of one of the van Eyk funds....
Features
With the blurring of what services financial advisory practices deliver, advisers need to define what drives value in their business to stay on top of their game, David C...
Financial planning
Financial services companies are more profitable as they’re adding value to existing clients and getting more referrals, a Macquarie survey found. ...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...