MACQUARIE ADVISER SERVICES

People & Products

Coin Financial Software has announced a change of senior management, as the head of Coin, Robert McCabe, moves into a new role within Macquarie Banking and Financial Serv...

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Superannuation

The Australian Taxation Office has indicated the two certainties in life - death and taxes - will become closely intertwined when it comes to super pensions. David Shirlo...

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Financial planning

Industry platform providers have come out swinging against a recent Investment Trends report suggesting they are not delivering on their direct share platform offerings....

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People & Products

Morningstar Australasia has appointed former Macquarie Adviser Services strategic business manager Nigel Crampton as its new head of sales....

Policy & Regulation

Macquarie Wrap says it has responded to the changing industry environment and shift to fee-for-service with the launch of a new range of investment, superannuation and pe...

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Superannuation

Next to the excess contributions tax, borrowing within super is one of the most concerning issues currently faced by self-managed super fund (SMSF) advisers, writes Carol...

Superannuation

Next to the excess contributions tax, borrowing within super is one of the most concerning issues currently faced by self-managed super fund (SMSF) advisers, writes Carol...

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Tools & guides

David Shirlow takes a look at the Government's concessional superannuation contribution changes and what they mean for clients....

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Financial planning

COIN software has launched a new mortgage module for COIN Office, targeting the increasing number of financial advisers offering mortgage broking services to their client...

Financial planning

Macquarie Banking and Financial Services Group (MBFSG) has reappointed Mercer to provide investment research and consulting services for the next three years....

Financial planning

Platform technology has developed to the point where it can adapt to meet the evolving needs of advisers, including an opt in solution, according to Macquarie Adviser Ser...

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Editorial

Justin Delaney explains why the current debate over financial advice remuneration models means the industry is in danger of losing sight of the purpose of wrap platforms....

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Financial planning

Macquarie Wrap has launched its new model portfolio capability, following a seven-week trial including 10 dealer groups....

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Financial planning

Macquarie Wrap has launched a Pension Update facility that enables clients to consolidate superannuation money into a single account based pension....

Top 100

A history of innovation was responsible for Macquarie getting the top spot in the business overheads product category of the Adviser Choice Risk Awards....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 5 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks 1 day ago