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MACQUARIE
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....
Financial planning
Macquarie Group will compensate 80 clients, or around 13 per cent of cases reviewed in its client remediation work, but more may follow....
Funds management
Macquarie Group has recorded modest platforms and funds management growth but still expects to announce a group result for this year up to 20 per cent higher than last ye...
Financial planning
Macquarie Equities Limited has completed the two year term of its enforceable undertaking reducing it adviser numbers in Macquarie Private Wealth by 25 per cent....
Funds management
Macquarie has added international listed securities and domestic fixed income investment classes to its platform, Macquarie Wrap, following adviser demand for diversifica...
Financial planning
Non-major lenders dominated the home loan market in January and notched up the highest proportion of home loans since the GFC, mortgage broker AFG revealed....
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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 ...