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....

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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....

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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....

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Financial planning

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

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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....

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People & Products

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

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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...

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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...

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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....

 

MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

1 hour 47 minutes ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

3 days 1 hour ago
Ralph

How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...

3 days 3 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....

9 months 3 weeks 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 1 week ago

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

9 months 3 weeks ago