MACQUARIE
Financial planning
Standard & Poor's has upgraded the Macquarie High Conviction Fund and the SGH20 fund as part of its Australian equities large-cap sector review....
Financial planning
The Macquarie Group AGM has been told the company is in good shape, but faces challenges ahead....
Financial planning
There was only one ratings change in Standard & Poor's Fund Services's (S&P's) latest review of the listed infrastructure sector, which S&P described as relatively immatu...
Financial planning
Unified Healthcare Group has announced a new technology with the potential to reduce the cycle time for the collection of medical reports for applications submitted by pl...
Financial planning
Macquarie Private Wealth has launched a training and education program for its advisers, which the group says will provide support in client service and business developm...
Funds management
Plan for Life data sees wraps dominating net inflows in challenging conditions....
People & Products
Managing director of Merrill Lynch and former financial planner, Jay O'Neil, will soon relocate to Australia from the United States to head up Macquarie Private Bank, Mac...
People & Products
Macquarie Banking and Financial Services Group has appointed former Foxtel chief marketing officer Paul Heath as head of group marketing....
Policy & Regulation
Smaller platform providers claim large institutions that have financial products, administration services and distribution networks under one umbrella will find ways to p...
Financial planning
Yellow Brick Road has successfully completed its capital raising of over $12.5 million, with Macquarie Investment Management showing a late interest in the group....
Financial planning
It may be relatively new on the funds management scene, but Macquarie Professional Series' IFP Global Franchise Fund has certainly made a name for itself in the Australia...
Financial planning
As a result of product reviews and adviser feedback, Macquarie Life has announced a range of updates to its FutureWise and Macquarie Life Active products....
Financial planning
Macquarie Wrap has finally broken through to take out the top position on the Wealth Insights Platform Service Level Report Rankings, with Colonial FirstWrap rated second...
Financial planning
Vanguard and RARE strategies have outperformed their peers following a Morningstar sector wrap of seven global listed infrastructure funds....
Policy & Regulation
Macquarie Wrap says it has responded to the changing industry environment and shift to fee-for-service with the launch of a new range of investment, superannuation and pe...
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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...