MACQUARIE
Funds management
Morphic Asset Management’s global opportunity fund was added to some of the industry’s largest platforms due to strong demand. ...
Life/Risk
Zurich has appointed two Macquarie Life personnel ahead of its acquisition of Macquarie Life, due to be finalised in October....
Funds management
Macquarie Securities has paid a $120,000 penalty after the corporate regulator found it had breached market integrity rules and narrowed filter parameters. ...
Funds management
ASIC commences proceedings against Macquarie Investment Management in relation to its role as the responsible entity of one of the van Eyk funds....
Features
With the blurring of what services financial advisory practices deliver, advisers need to define what drives value in their business to stay on top of their game, David C...
Financial planning
Financial services companies are more profitable as they’re adding value to existing clients and getting more referrals, a Macquarie survey found. ...
Funds management
Macquarie’s annuity-style businesses have lifted the group to post an almost 30 per cent increase in net profit after tax....
Financial planning
Investigations into former Macquarie Equities advisers are set to continue after a review of post-EU reforms show no signs of inappropriate advice....
Life/Risk
Zurich makes significant re-entry to Australian life business with acquisition of Macquarie Life Insurance business....
Financial planning
Macquarie’s SMAs on its Macquarie Wrap have hit $300 million in FUA, while the firm also announced the addition of BlackRock and Elston SMA models to its Wrap platform....
Financial planning
Macquarie Wealth Management hopes to capture the 80 per cent of Australians who do not access financial advice, with the launch of its OwnersAdvisory model....
Financial planning
A former Macquarie Equities Limited representative has been banned from providing financial services following investigations by ASIC as part of its Wealth Management Pro...
Financial planning
Macquarie grows motor finance market share via its acquisition of Esanda dealer finance from ANZ....
Financial planning
Macquarie’s SMA offerings on its Macquarie Wrap has hit $100 million in FUA in its first year. ...
Tools & guides
Australian state Supreme Court decisions on SMSF estate planning cases have resulted in a new body of law, which show the risks of SMSF estate planning, David Barrett wri...
Never miss the latest news and developments in wealth management industry
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...