MACQUARIE

News

Macquarie Life has transferred its FutureWise, Active, and Sumo policies to Zurich Australia. ...

image
Funds management

Investors were increasingly opting to invest in high conviction funds as they often outperformed the market, according to Macquarie Investment Management. ...

image
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....

image
Policy & Regulation

ASIC has banned two former Macquarie advisers for poor advice and lack of compliance as part of its Wealth Management Project. ...

image
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 ...

image
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....

image
Funds management

Morphic Asset Management’s global opportunity fund was added to some of the industry’s largest platforms due to strong demand. ...

image
Life/Risk

Zurich has appointed two Macquarie Life personnel ahead of its acquisition of Macquarie Life, due to be finalised in October....

image
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. ...

image
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....

image
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...

image
Financial planning

Financial services companies are more profitable as they’re adding value to existing clients and getting more referrals, a Macquarie survey found. ...

image
Funds management

Macquarie’s annuity-style businesses have lifted the group to post an almost 30 per cent increase in net profit after tax....

image
Financial planning

Investigations into former Macquarie Equities advisers are set to continue after a review of post-EU reforms show no signs of inappropriate advice....

image
Life/Risk

Zurich makes significant re-entry to Australian life business with acquisition of Macquarie Life Insurance business....

image
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 ...

4 weeks 1 day 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 ...

4 weeks 2 days ago
gonski

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

4 weeks 2 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....

2 weeks 1 day ago

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

4 weeks 1 day ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 2 days ago