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MACQUARIE
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. ...
Funds management
Macquarie’s annuity-style businesses have lifted the group to post an almost 30 per cent increase in net profit after tax....
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....
Life/Risk
Zurich makes significant re-entry to Australian life business with acquisition of Macquarie Life Insurance business....
Financial planning
Macquarie’s SMAs on its Macquarie Wrap have hit $300 million in FUA, while the firm also announced the addition of BlackRock and Elston SMA models to its Wrap platform....
Financial planning
Macquarie Wealth Management hopes to capture the 80 per cent of Australians who do not access financial advice, with the launch of its OwnersAdvisory model....
Funds management
ASIC has banned a former director of Macquarie Agricultural Funds Management Ltd from providing financial services for six years, over a “fake family office”....
Financial planning
A former Macquarie Equities Limited representative has been banned from providing financial services following investigations by ASIC as part of its Wealth Management Pro...
Financial planning
Macquarie grows motor finance market share via its acquisition of Esanda dealer finance from ANZ....
Financial planning
Macquarie’s SMA offerings on its Macquarie Wrap has hit $100 million in FUA in its first year. ...
Tools & guides
Australian state Supreme Court decisions on SMSF estate planning cases have resulted in a new body of law, which show the risks of SMSF estate planning, David Barrett wri...
Financial planning
ASIC has banned a second Macquarie Equities Limited adviser in relation to falsification of records and unauthorised trading on client accounts....
Funds management
Macquarie Group has provided a reminder of its glory days posting a 27 per cent increase in net profit to $1.6 billion. ...
Funds management
The ETF sector is in the middle of a prolonged growth spurt and hit $100 billion by 2020 cementing its place as a mainstream investment strategy....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...