MACQUARIE
Superannuation
New report advocates tailoring SMSF advice to generational needs....
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...
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....
Superannuation
Macquarie Adviser Services has enhanced its product offering for SMSFs, introducing an upgrade to the functionality of its term deposits....
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
Overall satisfaction with financial planning software has reached a four-year high, with AdviserNETgain receiving the highest rating, according to a survey....
Financial planning
Macquarie Adviser Service's latest internal survey leaves it feeling satisfied....
Financial planning
Investment Trends research finds financial planners play an enormous role in the take-up of capital protected products....
Funds management
Offered exclusively through the Macquarie Professional Series, the Winton Global Alpha Fund has once again been awarded the Money Management/Lonsec Fund Manager of the Ye...
Financial planning
New investment product Macquarie Step has been placed on Macquarie's wrap platform five months after its launch, the group has announced....
Editorial
Platforms have been around for 25 years, but there seems to be a feeling among some industry players that it’s time for a fundamental rethink about the sector, writes Luc...
Financial planning
Financial services players have taken aim at competition concerns and potential conflicts in institutionally owned investment platforms....
Funds management
Macquarie Wrap has gone back-to-back in being rated first in the annual Wealth Insights Platform Service Level Reporting Rankings, with Colonial FirstChoice again rated s...
Financial planning
S&P rates Macquarie High Conviction Fund and Macquarie Small Companies Fund....
Funds management
BT Financial Group now accounts for almost half of the total wrap market, resulting in even more concentration in this space, according to a latest report released by Pla...
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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...