MACQUARIE

People & Products

Macquarie Investment Management has joined the OpenInvest online marketplace for self-directed investors....

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Funds management

Three founding members of Macquarie’s Asian Listed equities team have established Stonehorn Global Partners, and launched the billion-dollar Stonehorn Asia Equity Fund....

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Policy & Regulation

The banks would be compelled out of the wealth management industry and AMP would have to break up its operations under policy proposals flagged by the Australian Greens i...

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Policy & Regulation

Two former Macquarie advisers have seen their banning periods by the Australian Securities and Investments Commission reduced, following an appeal to the Administrative A...

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Funds management

Morningstar has awarded the Nanuk New World Fund with a five star rating for its three-year track record in the large cap world equity category....

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Financial planning

New research has pointed to financial planners seeing themselves as being more comfortable as asset allocators rather than stock-pickers and leaning towards goals-based a...

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Funds management

If the trade war ceasefire continues, opportunities could likely be found in the US, according to Macquarie. ...

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Funds management

Hyperion Asset Management has announced that its Global Growth Companies Fund has been added to the Macquarie Wrap platform....

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Features

While bucketing may reduce the volatility of returns, David Barrett writes that it also may increase the risk of a desired income stream ceasing due to a complete loss of...

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People & Products

Stanford Brown has hired a senior business development manager as demand for managed accounts grows. ...

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Funds management

Money Management looked at the fees and returns of Australian broad cap equity funds and found four low-fee funds producing top-quartile returns. ...

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Financial planning

Accounting and financial services firms warn next generation industry workers to future-proof their businesses or risk losing clients....

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Financial planning

The Commonwealth Bank is the most popular bank amongst the wealthiest 10 per cent of Australians, being the bank of choice for 36.7 per cent of those customers....

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Expert Analysis

David Clatworthy writes that financial advice businesses that focus on personalising their advice offerings and utilising digital experiences will be best placed to attra...

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Policy & Regulation

The Australian Securities and Investments Commission has banned two former Macquarie advisers from providing financial services for 10 years. ...

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Never miss the latest news and developments in wealth management industry

Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

3 hours 45 minutes ago
JOHN GILLIES

Faking exams and falsifying results..... Too stupid to comment on JG...

4 hours 12 minutes ago
PETER JOHNSTON- AIOFP

Must agree to disagree with you on this one Keith, with the Banks/Institutions largely out of advice now is the time to ...

4 hours 54 minutes ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 1 week ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago