MACQUARIE

Funds management

Australian investment managers have gained a larger slice of Towers Watson's global investment manager rankings, reaching their highest levels of funds under management (...

Superannuation

Growth in the SMSF space means mortgage brokers have an opportunity to develop specialist knowledge in a complex area, according to Macquarie Adviser Services....

Financial planning

Software providers that hang on to old technology too long risk losing their market share to innovators, but being first to market is also a risky proposition, according ...

Funds management

The platform market suffered yet another fall over the last year, with net fund flows reaching their lowest levels in 10 years....

Financial planning

ASIC's settlement with the CBA sees the BOQ and Macquarie Bank left to face Storm Financial litigation....

Financial planning

Risk product features have become one of the top drivers of satisfaction among independent financial advisers, according to the 2012 Macquarie Life Satisfaction Survey....

Policy & Regulation

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

Superannuation

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

Financial planning

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

Financial planning

Equity lever is a simple investment solution designed for a wide range of investors, including SMSFs....

Financial planning

Macquarie has renamed the COIN financial planning software and sold its institutional software licence to home in on the IFA market....

People & Products

Rubik Financial has appointed former head of Asgard Wayne Wilson as managing director - wealth of COIN....

Financial planning

Rubik Financial has completed its acquisition of COIN Software from Macquarie's Banking and Financial Services Group....

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...

Financial planning

AMP Capital, Macquarie Capital Group and DUET Group have agreed to internalise the management of the previously joint managed DUET....

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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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