 PAUL XIRADIS | FRIDAY, 13 DEC 2024 ... best bank and diversified financials is important in 2025. We are overweight in names like National Australia Bank and Macquarie Group. With respect to the outlook for lower rates in 2025, we are seeing opportunities in real estate in an environment ... Read more  MACQUARIE BANK | FRIDAY, 4 OCT 2024 With the cash rate at its highest in over a decade and ongoing investor uncertainty about financial markets, the focus on cash allocations is growing. Given the higher yields now available, there could be an opportunity cost to holding idle cash. The ... Read more  OLIVIA ELLIS | FRIDAY, 12 APR 2024 ... strategic vision plays. Disclaimer: This article has been prepared by Macquarie Business Banking, a division of Macquarie Bank ABN 46 008 583 542 AFSL and Australian Credit Licence 237502. It doesn't take into account your objectives, financial situation ... Read more  LLOYD MITCHELL | TUESDAY, 18 APR 2023 ... below show the relative value of AUD AT1s and AUD and USD T2s. The cheapest AT1s are currently the USD issues of QBE, Macquarie and Westpac, which were heavily sold off after the Credit Suisse merger news with UBS. The best value major bank AT1 in the ... Read more  KARREN VERGARA | FRIDAY, 1 OCT 2021 ... quite different," she says. Broome has an impressive list of employers to her name, some of which are Perpetual, Macquarie Bank and Westpac. But it wasn't the big institutions that initially inspired her to pursue financial advice. It was closer ... Read more  DAVID HOWARD-JONES | FRIDAY, 12 APR 2019 ... provide them will competitive advantage in core lending products, chiefly mortgage. But the battle is far from won. Macquarie and previously Aussie Home Loans proved that new providers with compelling customer service and value propositions can rapidly ... Read more  JAMIE WILLIAMSON | THURSDAY, 21 DEC 2017 ... and managing self-managed superannuation funds. This was followed by corporate tax roles with PwC and a role with Macquarie Bank advising on complex Australian and global financial investment products. This pursuit of consistently, and often times numerous ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 ... wanted to do after high school, Johns followed in his older brother's footsteps and studied a mathematics degree at Macquarie University. "I kind of just went for the egg that cracked easiest. My brother was very good at maths and so I just did the same ... Read more JAMIE WILLIAMSON | FRIDAY, 23 JUN 2017 ... ancient history. He wasn't sure what he was going to do in retirement, and as part of our progress he's gone to Macquarie University, he's doing an ancient history degree and in-between semesters he flies to the Middle East or Egypt to do ... Read more  CHRISTOPHER PAGE | FRIDAY, 31 JUL 2015 ... Paul Barrett start up his own firm, AZ Next Generation Advisory, picking up two CBA-aligned practices along the way. Macquarie veterans have signed up with Shaw and Partners - now a full-service wealth management firm after Shaw Stockbroking rebranded ... Read more |
Latest News
One in three investors to boost private credit holdings: Survey
According to a new study, more than one in three investors are planning to increase their allocation to private credit this year.
Research digs into HNW investment preferences
According to new research from Praemium, high-net-worth (HNW) investors with stronger balances are typically tipping more into alternatives.
Dixon Advisory clients should be heard at Senate inquiry: Anderson
Financial Advice Association Australia (FAAA) general manager of policy, advocacy, and standards Phil Anderson has urged the Senate Committee inquiry into Dixon Advisory to hear from ex-clients.
WA financial planning firm acquired by US insurance broker
Global insurance broker Arthur J. Gallagher & Co has acquired Western Australia-based Wealth Management Partners (WMP), with the entire WMP team to remain under Arthur J. Gallagher's direction moving forward.
Further Reading
Cover Story
FS Power50: Stay open-minded and learn from others
AMANDA RAGKOUSIS
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
SENIOR FINANCIAL ADVISER
VIRIDIAN ADVISORY PTY LTD
This year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected by their peers. Viridian Advisory senior financial adviser Amanda Ragkousis is committed to nurturing a culture of continuous learning and growth in the financial realm.
Expert Feed
Redefining Pathways: What financial planning can learn from accounting's bold move
When I traded my Chartered Accountant hat for a career in financial planning, I didn't just switch professions - I gained a new perspective on the evolving ...
'Chameleon ETFs': Still groundbreaking and here to stay?
It was coined as a 'gamechanger' - an ETF that can be bought and sold on the ASX or Cboe Australia but that can also be applied for, and redeemed, directly ...
Now is the time to be brave
Recently, the first Delivering Better Financial Outcomes bill passed in both the Senate and the House of Representatives, marking a significant step forward ...
Why philanthropy is an important conversation advisers should have with clients
Financial advisers are in the box seat to assist clients with their philanthropy, yet a lot still don't raise the topic with clients.
