MACQUARIE

Financial planning

IFSA's super charter alters fee structures for advice and changes the ground rules on advertising....

Life/Risk

Macquarie Private Wealth has appointed Patrick Dieter to the role of head of national wealth protection in a newly created role....

Financial planning

Macquarie and Cromwell have requested that Standard & Poor’s withdraw its ratings on certain property funds....

Funds management

Macquarie is looking to its fundamental equities funds as a significant area of new business for the group....

People & Products

There have been changes in the senior ranks of Macquarie-owned company Coin Software, with Robert McCabe replacing Darelle Jenkins....

Financial planning

Moustafa Fahour and two senior investment advisers from NAB will establish blue-ribbon services for ultra high-net-worth clients of Macquarie....

Financial planning

Macquarie Group has pointed to the pursuit of further growth on the back of a solidly recovering half-year result....

Financial planning

Small advice firms and dealer groups actively targeting private wealth and investment bank advisers affected by restructuring programs....

Financial planning

Macquarie Group has acquired an independent Canadian planning group, Blackmont Capital, and will rebrand it as Macquarie Private Wealth....

Policy & Regulation

Advisers need to rethink long-term strategies of holding TPD super cover....

Financial planning

Macquarie moves to extend its reach into North America and Europe by acquiring a specialist investment bank, FPK....

People & Products

Macquarie Funds Management's Bruce Murphy has been appointed to head up BNY Mellon in Australia....

Top 100

ING Life has once again won first place in the term and total and permanent disablement (TPD) category of the Adviser Choice Risk awards. Benjamin Levy reports...

Financial planning

Macquarie Group has unveiled an expansionary strategy as competitors fall by wayside....

Financial planning

Macquarie Group has moved back into acquisition mode, picking up Philadelphia-based Delaware Investments for $516 million....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 4 days ago

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

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

6 days 4 hours ago
moneymanagement logo