ASSET ALLOCATION
Financial planning
Macquarie Bank have joined the growing list of online service providers adding man-aged funds to its product list, and is in talks to provide online advice....
Financial planning
Mercantile Mutual has signed a deal with ProQuest to use ProQuest’s personal financial risk profiling system on the MercAdviser Web site....
Financial planning
Mercantile Mutual has signed a deal with ProQuest to use ProQuest’s personal financial risk profiling system on the MercAdviser Web site....
Financial planning
Some of you must wonder sometimes whether I enjoy being in the financial serv-ices industry. Well I do. Few other industries could be more dynamic, more suited to electro...
Financial planning
US fund managers are now offering three types of wrap account as the next gen-eration of products....
Financial planning
The bathroom cabinet of a chief investment officer is not chockers with bottles of My-lanta and tubes of Quick-eze, says Macquarie Investment Management’s Greg Matthews. ...
Financial planning
Tower Managed Funds has announced changes to its product range with the launch of a new fund, the closure of four funds and adding features to several others....
Superannuation
As member choice gains prominence, people are being given more responsibility for looking after their golden years. Recent research, however, raises concerns about just h...
Financial planning
With $20 billion under management, half of which are retail funds, Macquarie Investment Management has been staging a performance comeback over the past year. Zilla Efrat...
Financial planning
Australian financial planners, and the research houses they rely on, come out "streets ahead" of their British and American counterparts, according to participants on the...
Financial planning
With $20 billion under management, half of which are retail funds, Macquarie In-vestment Management has been staging a performance comeback over the past year. Zilla Efra...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...