Macquarie Wrap has reached $4 billion in funds under administration (FUA) for its Consolidator Series of investment, superannuation and pension ...
The ability to easily open and manage accounts are what advisers are looking for when it comes to cash products, ...
Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the ...
David Shirlow from Macquarie Adviser Services brings you up to date with new developments regarding the way SMSF trustees can ...
Macquarie has launched a new planner-oriented product — an online application process with electronic verification to help advisers open cash ...
The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, ...
Macquarie has launched a self-managed super fund (SMSF) toolkit to support advisers in managing their clients' SMSFs and improve client ...
Client service level-based processes will be just as significant as the introduction of Approved Product List (APL) functionality several years ...
As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
