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...

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....

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

The vast majority of Australia’s 12 million superannuation fund members will be smiling when they receive their superannuation statements in the next few weeks....

A group of Count advisers including some of its biggest hitters have left the group, striking out on their own as a new accountant based financial planning group....

Macquarie will add a margin lending facility to its wrap account service in what it describes as the first geared investment features to be added to a wrap account....

Macquarie’s wrap service has signed up with Colonial to use the group’s Investment Accelerator margin lending service....

Macquarie Financial Services has made further inroads into the self managed super-annuation fund (SMSF) market with the roll out of an “end to end” service. The service, ...

Private banking executives are leaving the industry in droves as the lure of the Internet hits home....

The structure of private banking groups, the new wealth and the relationships with clients have emerged as the headline issue of the recent AiC Private Banking con-ferenc...

Investors remain undeterred by recent sharemarket volatility, seeing it as an opportunity to buy bargain stocks. According to a recent Macquarie Bank survey, 68 per cent ...

Tony Bates shocked yesterday’s AiC Private Banking conference by announcing his departure from the top job at Macquarie’s Private Banking....

As the end of the financial year looms, a number of agricultural investment groups are moving into top gear seeking last minute investments. Tasmanian tree plantation own...

For financial planners to attract and retain affluent clients, the so-called emerging wealth investor, such as self managed super fund trustees, they need to offer a broa...