MACQUARIE

Financial planning

Macquarie Funds Management joint group head Greg Matthews has left the group following a contracted downturn in Macquarie’s performance. ...

Financial planning

Christine Buckland has become the third head of Macquarie’s private banking business to depart this year....

Financial planning

A cloud hangs over the business of providing outsourcing services for fund managers, following the decision by Macquarie Portfolio Services to close its wholesale outsour...

Financial planning

The rapid globalisation of the Australian funds management market continues un-abated, this time with the launch of ING funds by Mercantile Mutual....

Financial planning

There has been a rush of financial services groups launching products that allow investors in Telstra II instalment receipts to defer their final payment. Macquarie Bank ...

Financial planning

Macquarie has embarked on a $5 million print advertising campaign aimed at dispelling perceptions that Macquarie is only aimed at the big end of town....

Financial planning

Last year I wrote an article I called “Regulation – friend or foe, crutch or protector” (<I>Money Management</I> retitled it “Is it really necessary to have more rules fr...

Funds management

AMP Asset Management has been confirmed as the biggest manager of property in Australia, narrowly edging out Westfield Holdings....

Financial planning

Bendigo Bank has joined forces with SMF Funds Management in an effort to shake up its lagging position in the superannuation market....

Financial planning

Tasmanian Trustees is looking at boosting its funds management business through internal growth and its new joint-venture banking operation with Bendigo Bank, says new ch...

Financial planning

While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...

Financial planning

Bendigo Bank has joined forces with SMF Funds Management in an effort to shake up its lagging position in the superannuation market....

Editorial

There are nearly 7,000 managed funds vying for the hard earned savings of Australian investors. Only a few ever reach the dizzying heights of becoming mega funds. Kate Ka...

Financial planning

The banks are getting into financial planning in a big way – and the National Australia Bank is no exception. John Wilkinson reports on the growth of the National’s prem...

Financial planning

BT Funds Management believes it will be close to the top of the inflow tables when Assirt releases its market share report for the June quarter next month....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 5 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 5 days ago