MACQUARIE
Financial planning
BT Financial Group outpaced its peers over the 12 months to 30 June, 2010, commanding the lion’s share of growth in both funds under management and new inflows....
Financial planning
Macquarie Adviser Services and Supercorp Technology have integrated software to automate and streamline self-managed super fund (SMSF) transaction data....
Life/Risk
Genesys Wealth Advisers has picked Asteron as its 6th insurance partner....
People & Products
Macquarie Bank may need to shed some staff in the wake of a 25 per cent earnings downgrade, according to UBS analysts....
Financial planning
Macquarie Group’s latest short-term outlook anticipates a 25 per cent drop in first half profit for the current financial year to September 30, 2010, but its bankin...
Financial planning
AMP chief executive Craig Dunn has warned against what he sees will be permanent damage to competition in the wealth management market if National Australia Bank’s ...
Financial planning
As Australia's population continues to age, Virginia Harrison looks at the recent developments in the retirement products sector, and asks: is enough being done to addres...
Financial planning
Managing editor Mike Taylor reports that an equity model built on fees for service has seen ipac Equity Partners named the Money Management/CoreData Dealer Group of the Y...
Financial planning
The lacklustre recovery from the global financial crisis can be seen in the growth or decline in planner numbers and FUA, writes Benjamin Levy....
Financial planning
The latest research from AAG paints the picture of a sector on its knees, with investor numbers, projects on offer and funds raised all significantly down compared to the...
Life/Risk
ING-owned dealer group RI Advice Group has restricted the number of insurers on its Approved Product List to six preferred insurers....
Life/Risk
Aviva tops inaugural life insurance benchmarking report but AMP and Macquarie ahead on advice integration....
Funds management
Allegro Private Equity launches its second fund, looking to raise $200 million to invest in Australian and New Zealand small mid-market companies....
Financial planning
Macquarie Funds Group has taken a majority stake in real estate funds manager Rismark, with a Macquarie executive being appointed as chairman....
Financial planning
Companies bringing structured products back into the market following the failures that occurred during the global financial crisis have agreed that transparency is now t...
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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...