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

Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

17 hours ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

22 hours ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 16 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago