MACQUARIE

Financial planning

Telstra Super Financial Planning signs on with Lonsec Retire...

Editorial

Macquarie’s banking and financial services division recorded a marginal drop in profit contributions in the last six months, but its wrap platform continued to perform we...

Funds management

Research group Lonsec and actuarial firm Milliman have teamed up with a cohort of product providers to tackle retirement-related concerns. ...

Superannuation

Industry fund chairman expresses concern that improper advice is driving member departures to SMSFs. ...

Financial planning

AQR Capital Management has welcomed the fact that two of the key ratings houses have awarded its Wholesale Managed Futures Fund a 'recommended' rating. ...

Life/Risk

Advice professionals give muted okay to life company support services....

Financial planning

ASIC uses examples of its actions against financial planners and others to defend its record. ...

Superannuation

As SMSF regulatory reform puts the spotlight on the relationship between accountants and financial advisers, David Clatworthy looks at how the relationship may evolve in ...

Funds management

Strong investments and flows drive masterfund sector growth....

Financial planning

The Bennelong Kardinia Capital Absolute Return fund has lowered its initial investment amount for retail investors to $20,000 and moved to provide daily liquidity....

Top 100

OnePath has once again excelled in the term and TPD rider category in the Money Management/DEXX&R Adviser Risk Choice Awards, with TAL’s Accelerated Protection and Macqua...

Funds management

Macquarie Group has reaped the benefits of integrating Perpetual’s Private Wealth Platform into its wrap business, recording a 46.7 per cent increase in retail managed fu...

Life/Risk

Strong risk sales follow two quarters of falling sales...

Funds management

Macquarie Wrap has reached $4 billion in funds under administration (FUA) for its Consolidator Series of investment, superannuation and pension accounts....

Superannuation

FSC urges use of Treasury inter-generational report as basis for five-year super policy settings. ...

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MARKET INSIGHTS

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

3 months 1 week ago

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

4 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...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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