MACQUARIE

People & Products

Macquarie Funds Management has appointed Stephen Giubin to the position of senior portfolio manager and analyst in its active equities team....

Financial planning

Macquarie Funds Management will move to list its wholesale Diversified Treasury Fund on master trust and wrap menus after the fund broke the $1 billion mark for funds und...

Financial planning

The Sealcorp owned Asgard investment platform has signed its first ever deal to build a badged version of its new wrap account, the eWrap, for a financial planning dealer...

Financial planning

The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....

Financial planning

Macquarie Margin Lending has moved to make its margin lending facility more accessible to investors by increasing its available funding and its number of approved shares....

Financial planning

The level of outstanding loans relating to margin lending accounts, as well as the number of margin lending clients, have grown dramatically in the past year. PRUE MOODIE...

Funds management

Macquarie Investment Management has launched a private equity fund-of-funds targeting the retail investor who wishes to invest in the wholesale private equity market....

Financial planning

Life insurance premium inflows declined in the 12 months to the end of June despite surges in the group superannuation investment and risk markets, according to figures r...

Financial planning

The Asgard master trust has taken out the top prize in this year’s Assirt Service Level awards after being voted the best investment platform in the country by financial ...

Financial planning

Macquarie Equities has signed a co-operation agreement with Asian brokerage firm CLSA Emerging Markets which aims to provide global clients with financial services in the...

Funds management

MACQUARIE Financial Services is rolling out a fund of private equity funds for the retail market in what it says is a watershed for investors wanting to access alternativ...

Financial planning

The industry has been rattling on about growth pensions for the best part of five years but, according to the experts, there are now some very compelling reasons for the ...

Financial planning

Macquarie Equity Markets has released two new capital protected investment products to cater to Australia’s increasingly nervy share market investors....

Financial planning

Dealer group AdvantEdge has lost three key players to Macquarie Bank, including its founder Jane Watts who has moved on to head up a similar venture within Macquarie’s Fi...

Editorial

An understanding of market movements is essential for financial planners and as ROBERT KEAVNEY writes, taking a longer term view will always reveal the underlying fundame...

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 1 day ago

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

3 weeks 3 days ago

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

3 days 15 hours ago
moneymanagement logo