MACQUARIE BANK
People & Products
Infocus Money Management has appointed Giulio Russo as head of business development, which the group says is to assist it to continue its rapid growth....
Funds management
As the returns from ASX200 stocks appear to be moving ever more in unison, having the ability to pick stocks outside of the mainstream market is more important than ever,...
Financial planning
The Macquarie Group Foundation has thrown its support behind Opportunity International Australia to undertake the next phase of its Social Performance Management micro-fi...
Financial planning
A South-Australian based financial planner has pleaded guilty to one count of deception and two counts of dishonest dealings with documents....
Financial planning
Global financial technology and software provider Rubik Financial has signed a conditional agreement to acquire COIN from Macquarie Group....
Financial planning
Despite the rise of direct channels, financial planners are better poised to engage customers about life insurance, according to industry executives....
Superannuation
David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...
Financial planning
After a sizeable dip in FUM in 2011, the total platform market ended the year to 31 March 2012 almost unchanged....
Financial planning
Overall satisfaction with financial planning software has reached a four-year high, with AdviserNETgain receiving the highest rating, according to a survey....
Editorial
The global economy’s centre of gravity is shifting before our eyes and financial advisers need to be ready to talk about the new risks and opportunities with their client...
Financial planning
Despite the satisfaction with platforms reaching a nine-year high, a new survey suggests 40 per cent of financial planners would happily switch providers for lower fees....
Financial planning
When selling a financial planning practice, the handover period is crucial and it is advantageous for the vendor to remain in the business for a period of 12 months or mo...
Financial planning
Macquarie Adviser Service's latest internal survey leaves it feeling satisfied....
Funds management
Each year the Money Management BDM of the Year attracts an outstanding group of candidates, and this year's state winners were no exception....
Funds management
Long and superior experience in shorting stocks has led to fund manager Regal Australia being named the winner of the Australian equities (long short) category in this ye...
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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...