MACQUARIE BANK

Top 100

OnePath has won another gold in the Money Management/Dexx&r Adviser Choice Risk Awards – this time in the Term and TPD Rider Product category....

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Top 100

OnePath has remained at the top of the insurance game over the past 12 months and has again been named Money Management/Dexx&r's Risk Company of the Year....

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Policy & Regulation

Rubik Financial managing director Wayne Wilson says the fourth version of COIN is ready for the Future of Financial Advice (FOFA) reforms....

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Superannuation

SMSF specialists will have the opportunity to hear key speakers and themes at the Institute of Chartered Accountants Australia National SMSF Conference....

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Financial planning

FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....

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Rate the raters

Standard & Poor’s (S&P) – a name synonymous with credit ratings and research the world over – will no longer have an Australian ratings and fund services presence from 1 ...

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Policy & Regulation

FSC chairman Peter Maher has raised concerns about the industry's ability to comply with FOFA and MySuper in the available deadlines when definitions are still not availa...

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Superannuation

New report advocates tailoring SMSF advice to generational needs....

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Editorial

The increasing acceptance of managed futures is welcome news, but Dominic McCormick believes retail investors should know what to expect....

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Editorial

The Macquarie Group AGM has been told the company is still on track for a better performance in FY 2013....

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Financial planning

Financial planners must take into account generational differences when preparing advice for SMSF investors, according to a new report....

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Financial planning

A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...

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Financial planning

In the past six months, Macquarie Private Wealth has added 13 new financial advisers across six of its state offices as it continues to expand its national presence....

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Funds management

The top 100 global alternative investment managers now manage in excess of $3 trillion, with 20 Australian managers making the list in Towers Watson's Global Alternatives...

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Superannuation

Macquarie Adviser Services has enhanced its product offering for SMSFs, introducing an upgrade to the functionality of its term deposits....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago