MACQUARIE
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...
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....
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...
Funds management
If the trade war ceasefire continues, opportunities could likely be found in the US, according to Macquarie. ...
Funds management
Hyperion Asset Management has announced that its Global Growth Companies Fund has been added to the Macquarie Wrap platform....
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...
People & Products
Stanford Brown has hired a senior business development manager as demand for managed accounts grows. ...
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. ...
Financial planning
Accounting and financial services firms warn next generation industry workers to future-proof their businesses or risk losing clients....
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....
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...
Policy & Regulation
The Australian Securities and Investments Commission has banned two former Macquarie advisers from providing financial services for 10 years. ...
Financial planning
The role of the financial adviser is changing as a result of increased client expectations and technological advances, according to a Macquarie report....
Tools & guides
For carers looking to fund their children’s education, there are a wealth of options that advisers can guide them too, David Barrett writes....
Funds management
Separately managed accounts on the Wrap platform have exceeded $1.5 billion in funds under administration, according to Macquarie....
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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...