MACQUARIE BANK

Financial planning

A recent Storm Financial settlement caused quite a bit of controversy and resulted in an appeal from the regulator. Milana Pokrajac finds many in the legal community deem...

image
Superannuation

SMSF investors are getting younger, according to new data contained in a study undertaken via Macquarie Bank and the SMSF Professionals' Association of Australia....

image
Financial planning

SMSF investors have a higher propensity to seek out and value advice than non-SMSFs, while nearly half of recent SMSF investors are under the age of 30....

image
Financial planning

Recently launched Xpress Super has added Macquarie’s Separately Managed Account (SMA) product Macquarie Personal Portfolio to its platform....

image
Financial planning

The ability to easily open and manage accounts are what advisers are looking for when it comes to cash products, according to a new survey conducted by Macquarie Bank....

image
Funds management

Assets under management (AUM) for the top 100 alternative investment managers reached $3.1 trillion in 2012, with Macquarie Bank taking out the top spot in Towers Watson’...

image
Financial planning

The regulator permanently bans a planner and insurance broker in separate actions....

image
Financial planning

The Federal Court has given ASIC the green light to pursue Storm founders in court over the failure of the dealer group. ...

image
Superannuation

SMSF administration software provider BGL Corporate Solutions has announced the release of a Bank Data service that will attach to its Simple Fund and Simple Fund 360 ser...

image
Editorial

When ASIC announced it was appealing a Federal Court decision to approve a settlement between former Storm Financial clients and Macquarie Bank Limited, it broke new grou...

image
Financial planning

ASIC has reached a $1.1 million out of court settlement with BOQ, Senrac and Macquarie Bank in a high-profile Storm Financial case....

image
Financial planning

The principal of Levitt Robinson has said it is inappropriate for the corporate watchdog to launch an appeal against an $82.5 million settlement between former Storm Fina...

image
Financial planning

ASIC uses Macquarie’s Storm settlement to challenge premium handed to those who fund class actions....

image
Financial planning

The award of a premium to Storm Financial victims who bankrolled part of a class action against Macquarie Bank could encourage self-funded group litigation, a Brisbane si...

image
Financial planning

Rubik Financial has further expanded into the planner market by purchasing another piece of software from Macquarie Bank....

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Avenue 17

I apologise, but, in my opinion, you are not right. I am assured. Let's discuss it. Write to me in PM, we will communica...

10 hours ago
Robert Segue

Sounds like a schoolyard childish scrap! take it behind the shelter sheds and sort it out! Really Publicly listed compa...

1 day 10 hours ago
JOHN GILLIES

iN THE END IT IS THE REGULATORS FAULT. wHILE I WAS WORKING I WAS ALLWAYS AMAZED AT HOW UNTHINKING SOME CLIENTS WERE! I...

1 day 14 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago