Macquarie launches boutique planning business
Macquarie Adviser Services has today launched a new business which it says is aimed at providing customised consultancy services to boutique financial planning firms.
It said the business would focus on three core areas — human resources, back-office efficiency and marketing.
Commenting on the launch of the new business, Macquarie Adviser Services head Neil Roderick said it had evolved from needs identified over three years by a team tasked with identifying and understanding the needs of boutique financial planning firms.
“Establishing Macquarie Practice Consulting followed an extensive process of discovery, during which we worked closely with boutique firms to gain a detailed understanding of their business and the specific challenges they face,” he said.
AUTHOR
Mike Taylor
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