MACQUARIE ADVISER SERVICES

Financial planning

Macquarie Financial Services Group has secured prime positioning across the platform and funds management categories of the 2007 Wealth Insights/Assirt Annual Service Lev...

Financial planning

The Federal Government’s changes to the rules surrounding termed allocated pensions may present some planners with challenges, writes JOHN WILKINSON....

Financial planning

The United Kingdom Government has removed doubt as to whether Australian superannuation funds will continue to qualify for receiving transfers of UK benefits after the ne...

Financial planning

The Federal Government’s new ‘simpler super’ regime has been responsible for a surge in contributions, according to Macquarie Adviser Services....

Financial planning

Macquarie Adviser Services has provided financial planners with a new booklet clarifying strategies they may be able to implement for their clients to take advantage of t...

Financial planning

The head of technical services at a leading financial services organisation believes the changes to minimum standards for pensions implemented by the Government last week...

Financial planning

Macquarie Adviser Services has launched a new non-super linked life insurance product that allows financial planners to provide fully underwritten coverage through an onl...

Financial planning

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Financial planning

Macquarie Adviser Services has warned financial advisers to look behind the offer of high interest rates when considering whether to recommend cash management products....

Superannuation

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Financial planning

Celebrating the first anniversary of its acquisition by Macquarie Adviser Services, Coin Software has announced it is planning further enhancements to benefit its clients...

Financial planning

Coin Software was the top ranking financial planning software and IWL’s VisiPlan had the fastest rate of enhancement in 2005, according to an independent competitive repo...

Financial planning

A bumper month in June which saw Macquarie Wrap Solutions grow by $500 million has pushed the platform’s total funds under advice over the milestone figure of $15 billion...

Financial planning

Coin Software’s acquisition by Macquarie Adviser Services would not affect its marketing and product integration relationship with van Eyk Research, according to Coin fou...

Superannuation

The platform market has neatly divided itself into two segments — with providers such as Asgard, BT and Navigator in one group, and the other made up of a variety of smal...

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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’...

1 month 3 weeks ago

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

2 months 2 weeks ago

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

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
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