MACQUARIE ADVISER SERVICES

Financial planning

Macquarie Adviser Services and Supercorp Technology have integrated software to automate and streamline self-managed super fund (SMSF) transaction data....

Financial planning

Macquarie has launched a mortgage product directly aimed at advisers....

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Financial planning

Macquarie Wrap has created an online system that helps advisers keep track of their clients' super contributions and helps them avoid breaching their contribution caps....

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Financial planning

Macquarie Adviser Services has launched a new superannuation advice module for its COIN software....

People & Products

The Self-Managed Super Fund Professionals' Association of Australia has strengthened its technical capability with the appointment of David Shirlow as director to the boa...

Financial planning

Macquarie-owned Coin has added Standard & Poor's fund research to its software....

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Financial planning

Platform innovation is being spurred by the increasing popularity of separately managed accounts (SMAs), according to Brandt Page, director of Fortuna Partners....

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Financial planning

Macquarie Adviser Services has launched a new adviser website, which the company says is the first stage in the roll out of Macquarie's integrated website for intermediar...

People & Products

Head of Macquarie Adviser Services Neil Roderick has taken on a new role as Macquarie Banking and Financial Services group chief operating officer....

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People & Products

Macquarie Adviser Services has appointed Fiona Mackenzie to its practice consulting business as a senior practice consultant....

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Financial planning

A focus on broader superannuation policy has left a number of the technically challenging details introduced in the Better Super package unresolved, particularly where co...

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Life/Risk

The underinsurance problem in Australia is the issue most heard about, but overinsurance has also been identified as a concern and points to a lack of awareness, said Mac...

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People & Products

There have been changes in the senior ranks of Macquarie-owned company Coin Software, with Robert McCabe replacing Darelle Jenkins....

Policy & Regulation

Advisers need to rethink long-term strategies of holding TPD super cover....

People & Products

Macquarie Adviser Services recruits AMP's Cameron Spittle to head up sales for Macquarie Wrap....

 

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago