MACQUARIE BANK

Financial planning

Mercer has completed a deal to provide Citibank Australia with research and an adviser portal. In a separate deal, Mercer is set to become an investment consultant to SFG...

Financial planning

WHK has overhauled its risk APL, removing Comminsure and MLC while adding BT Life and Asteron to the existing stable of TAL, Zurich and Macquarie Life....

Editorial

Can you imagine a margin loan without a margin call? Janine Mace finds the sector has been busy innovating....

Funds management

Bonds and equity share income funds provide some of the benefits associated with "risk-free" term deposits with the option for greater capital growth, Tyndall has told an...

Financial planning

ASIC's platforms review has drawn support from a range of stakeholders for proposing providing additional consumer protection via capital adequacy and for placing the spo...

Editorial

BT emerged from 2011 relatively unscathed in what was a poor year for retail managed funds providers....

Superannuation

Funds under management/advice (FUM/A) for the combined retail and wholesale market dropped by 8 per cent in the 12 months to 31 December 2011, according to DEXX&R....

Financial planning

Macquarie Bank has enhanced its web-based services to assist SMSFs and other clients by providing online access to 10 years worth of clients' Macquarie Cash Management Ac...

Funds management

Funds under management/advice (FUM/A) for the combined retail and wholesale market dropped by 8 per cent in the 12 months to 31 December 2011, according to DEXX&R....

Funds management

The "dislocated markets" caused by Europe's sovereign debt issues are creating opportunities that quality fixed income managers can exploit, according to Zenith....

Editorial

The popularity of cash products does not seem to revolve solely around investment sentiment anymore. Milana Pokrajac reports....

Editorial

If Bill Shorten did not already have enough reason to announce appropriate transition periods for the implementation of FOFA and the Stronger Super legislation, he might ...

Editorial

Perpetual has reported a 25 per cent profit drop but looks to a more positive future....

Financial planning

Macquarie Group points to weaker FY12 result amid difficult conditions....

Financial planning

Macquarie Group points to weaker FY12 result amid difficult conditions....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 2 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 4 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 1 day ago
moneymanagement logo