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...
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....
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....
Financial planning
Recently launched Xpress Super has added Macquarie’s Separately Managed Account (SMA) product Macquarie Personal Portfolio to its platform....
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....
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’...
Financial planning
The regulator permanently bans a planner and insurance broker in separate actions....
Financial planning
The Federal Court has given ASIC the green light to pursue Storm founders in court over the failure of the dealer group. ...
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...
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...
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....
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...
Financial planning
ASIC uses Macquarie’s Storm settlement to challenge premium handed to those who fund class actions....
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...
Financial planning
Rubik Financial has further expanded into the planner market by purchasing another piece of software from Macquarie Bank....
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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...