MACQUARIE

Financial planning

BT has appointed a new chief product officer to replace Kathy Vincent as the company moves towards becoming a “simpler and stronger business”....

Financial planning

Macquarie Group’s releasing of nine financial advisers has driven double-digit losses for the industry this week, Wealth Data finds. ...

Funds management

The financial services group is the sole Australian firm to sit among the top 50 investment managers across the globe, but Australian firms have seen a decrease in AUM ov...

People & Products

While retail market leaders like Insignia had moderate increases, there were at least five platforms with significant rises in the last financial year, including BT’s $3...

Funds management

Senior executives from UniSuper, UBS and Macquarie Wealth have officially launched Playfair Asset Management to support superannuation funds....

Funds management

Ahead of the 2023 Fund Manager of the Year Awards on 22 June, Money Management spoke to finalists of the Australian Fixed Income Fund of the Year....

People & Products

Separately managed accounts on the Macquarie Wrap platform have passed $10 billion in funds under management. ...

People & Products

The Australian Investment Council has appointed Navleen Prasad from Macquarie Group as chief executive following a global search process to replace Yasser El-Ansary....

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People & Products

Macquarie has expanded its Virtual Adviser Network (VAN) program to support the next generation of advice firms, with tailored coaching and a collaborative network to dri...

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Financial planning

The Australian Securities and Investments Commission has taken action against Macquarie Bank for failing to adequately monitor and control transactions by third parties, ...

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Funds management

Money Management looks for equity funds that have been able to combine the best returns of their peer group with the lowest volatility....

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People & Products

PGIM has appointed Benjamin Price from Macquarie Asset Management to the newly-created role as managing director and head of Australia Wealth. ...

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Funds management

AMP has announced the successful completion of the sale of its global equities and fixed income business to Macquarie Asset Management, part of Macquarie Group....

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Financial planning

It looks like the pace of advisers existing the industry has stabilised, with a net change in adviser numbers having been pushed into a positive territory for the second ...

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Financial planning

The Financial Services Council is calling on the Australian Securities and Investments Commission to include a 12-month transition period for licensees to adjust to chang...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

3 days 14 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

3 days 14 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

4 days 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 1 week 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. ...

8 months 4 weeks ago

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

9 months 1 week ago