MACQUARIE ADVISER SERVICES

Financial planning

PETER FORREST writes that successfully managing your clients’ cash flow will steal their hearts....

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Financial planning

JANINE MACE explores the current love affair with cash, and the risks and benefits of this asset class for investors....

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Financial planning

Even cash funds are starting to get complicated, writes JANINE MACE....

Financial planning

Financial planners are becoming increasingly frustrated with unreliable investment product data feeds within their financial planning software systems....

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Financial planning

Hillross advisers get access to Macquarie Wrap....

Financial planning

Macquarie Adviser Services has launched a new business specifically aimed at helping boutique planning practices....

Superannuation

DAVID BARRETT considers a ruling by the ATO on the status of self managed super funds...

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Financial planning

Government tax review could wipe out tax effectiveness....

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Financial planning

Streamlined pension transfer arrangements promised as UK Govt considers changes....

People & Products

Adrian Stewart appointed Macquarie’s head of retail distribution....

Financial planning

Takes out a double win in this year’s Wealth Insights Service Level Survey....

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Financial planning

Life could be easier for planners and their clients....

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Financial planning

Cash Management Trust exceeds 400,000 accounts....

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Financial planning

Service now available to clients and advisers....

Financial planning

Where the money went....

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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