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....

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....

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....

Financial planning

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

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....

People & Products

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

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...

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...

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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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 19 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago
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