MACQUARIE

Financial planning

Macquarie has revamped its range of superannuation and allocated pension plans to include a number of estate planning initiatives and life insurance....

Financial planning

Greased curls, tight black jeans and night fever dance moves mix with cliched, Aussie 'wog' lines in Australia's latest foray into the world of film The Wog Boy. Box offi...

Funds management

While Colonial and MLC may have taken the top two positions in the Money Manage-ment Fund Manager of the Year due to their strong showing over a number of cate-gories, bo...

Financial planning

The high net-worth client market is growing globally at 10 per cent per annum and is now worth $US23 trillion, says Macquarie Bank head of private investment banking Tony...

Funds management

While Colonial and MLC may have taken the top two positions in the Money Management Fund Manager of the Year due to their strong showing over a number of categories, both...

Financial planning

While Colonial and MLC may have taken the top two positions in the Money Man-agement Fund Manager of the Year due to their strong showing over a number of categories, bot...

Financial planning

Performance incentives used to be the bastion of the senior executive, but now the concept is filtering through to funds management groups....

Financial planning

Advisers being swamped by more and more paper work may want to take a look at the systems used by the Hillross advisers to claw back more time in front of clients. Samant...

Financial planning

RACV Financial Services (RACVFS) has launched its new master trust — SuperChoice — this week and will be using external managers for the first time....

Financial planning

Called Income Securities; a bright new investment product under pressure, the re-port argues that the current low price of income securities presents investors with a bu...

Financial planning

Despite sagging recent performance, Macquarie Equities has come out in support of income securities in a report released earlier this week....

Financial planning

Last year, your money would have done better in bank vaults than in many other fixed interest securities. Zilla Efrat investigates whether it’s safe to put your toe back ...

Financial planning

Ray Greenshield’s departure from the top job at AMP Financial Services has forced the Investment and Financial Services Association (IFSA) to reshuffle its board....

Financial planning

Ray Greenshield’s departure from the top job at AMP Financial Services has forced the Investment and Financial Services Association (IFSA) to reshuffle its board....

Financial planning

Macquarie’s wrap service, the Macquarie Portfolio Manager (MPM), has signed up 30 dealer groups in just four months of operation....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 20 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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