MACQUARIE BANK
Financial planning
Macquarie has completed its Enforceable Undertaking with ASIC but its compliance bill has quadrupled to $413 million and is forecast to continue rising....
Funds management
Macquarie Wrap is the fourth platform to add a fledgling fund from AllianceBernstein to its platform line-up. ...
Financial planning
Former Equity Trustees CIO George Boubouras heads to boutique investment manager Contango....
Financial planning
With automated investment advice taking off in the United States over the last three to four years, Malavika Santhebennur investigates whether Australia will follow suit,...
People & Products
Founder of ETF Portfolio Solutions Tim Bradbury has announced he is moving to MSCI as its vice president of ETF client coverage in Australia....
Accounting
ASIC must forge a tighter relationship with the industry it regulates if it is to improve effectiveness of its regulation, according to CPA Australia and Chartered Accoun...
Financial planning
Fund manager, Copia Investment Partners, continues to build out its distribution team....
Financial planning
As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...
Editorial
The men who brought you One Big Switch have now launched Adviser Ratings, but Mike Taylor writes that the devil is in the detail of their disclaimers. ...
People & Products
Pimco’s head of Global Wealth Management, Australia, Peter Dorrian is stepping down after eight years with the fund manager to pursue a consultancy role. ...
Editorial
While ASIC continues to press for more powers with respect to bank management staff and product design, Mike Taylor writes that the real answer lies in successfully separ...
Financial planning
FOS implements its ‘significant event response plan’ as it prepares for significant numbers of related disputes from scandals linked to the planning arms of CBA and Macqu...
Financial planning
AMP has unilaterally moved to impose higher education standards within its licensee networks and to implement an advice review panel....
Financial planning
APRA uses draft guidance to tell the banks, AMP Limited, Macquarie, Suncorp and Challenger that operational separation is not an option for avoiding losses....
Superannuation
Self-Managed Superannuation Fund service providers with origins in accounting tend to be bigger and more profitable than those that started out as financial planner or ad...
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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...