MACQUARIE

Financial planning

A survey by Macquarie Portfolio Services has revealed that the knowl-edge of wrap services among advisers has escalated over the past 12 months, and particularly over the...

Financial planning

A new product from Macquarie Bank is the first of its kind to provide investors with a high level of exposure to an Australian share market fund without the risks usually...

Funds management

Shares have overtaken residential property as the investment of choice for Australians, according to a survey by Macquarie Investment Management....

Financial planning

Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...

Financial planning

Macquarie has launched what it believes is the first venture capital fund aimed directly at financial advisers....

Financial planning

At the time of writing this article only one of the three forums on administration systems (wraps and master trusts) had been held. ...

Financial planning

Commonwealth Financial Services has topped the ASSIRT quarterly inflow tables for the third time in succession, thanks largely to huge inflows into its cash management tr...

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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’...

1 month 1 week 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....

1 week 5 days ago

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

3 weeks ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 4 days ago
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