MACQUARIE

People & Products

Former Macquarie Securities head of equity strategy Neale Goldston-Morris has joined Bennelong Australian Equity Partners (BAEP) as senior investment analyst....

Financial planning

Macquarie has launched a new planner-oriented product — an online application process with electronic verification to help advisers open cash accounts for their clients m...

Financial planning

Macquarie has launched an SMSF toolkit to improve client engagement and support advisers in managing their clients’ SMSFs....

Editorial

Macquarie Group looks to 10 per cent improvement in 2013 result on back of improving market conditions....

Financial planning

The clear lack of competition in the mortgage broking space has been highlighted once again by the Commonwealth Bank increasing its stake in Aussie Home Loans to 80 per c...

Editorial

AMP's acquisition of Cavendish Group marked the beginning of a major push into the SMSF sector, while in the same month IOOF launched its bid for Plan B....

Financial planning

Macquarie Financial Planning Software has launched a new online solution and upgraded its product set....

Life/Risk

The importance of life/risk sales to financial advisers' revenue streams has been underscored by the latest data released by research house DEXX&R....

Financial planning

Research suggests financial planners are becoming increasingly reliant on risk advice to drive income, with the proportion of revenue derived from insurance increasing in...

Financial planning

Employers need to ensure they are continually engaging and rewarding staff as part of their retention strategy as the year comes to an end....

Financial planning

Yellow Brick Road's (YBR) new deal with Macquarie Bank will "establish much-needed competition in financial services", the company has announced....

Financial planning

Yellow Brick Road confirms deal with Macquarie after entering a trading halt earlier today....

Financial planning

Yellow Brick Road has entered a trading halt and signalled it will soon announce a distribution deal with a major Australian Financial Institution, believed to be Macquar...

People & Products

Kathy Vincent has joined MLC as head of product, retail platforms....

Funds management

SQM Research has placed the Macquarie International Infrastructure Securities fund on a negative ratings watch due to the departure of portfolio manager Andrew Maple-Brow...

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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’...

1 month 2 weeks ago

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

2 months 1 week 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 2 weeks ago

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

2 weeks 1 day ago

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

3 weeks 3 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....

4 weeks ago
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