MACQUARIE
Financial planning
The Macquarie Group has confirmed that it has shut down its wrap platform in the United Kingdom due to what it described as execution challenges and difficult business co...
Financial planning
Macquarie Life has joined forces with Teachers Health Fund to offer its new life insurance product to its 200,000 strong member base....
Life/Risk
Almost half of adviser income from risk advice in the last 12 months came from new clients, with one in five advisers writing more than $100,000 in new risk premiums, acc...
Financial planning
The Macquarie Group has confirmed that the shut down of its wrap platform in the United Kingdom will not affect its sister platform in Australia....
Superannuation
Self-managed superannuation fund compliance software provider BGL has teamed up with Macquarie’s COIN to reduce the risk of human error in merging client data....
Financial planning
Despite the significant changes taking place in the financial planning sector, masterfunds continue to dominate the financial services industry, something that is unlikel...
Life/Risk
Introducing an additional insurer – Asteron – on its FirstChoice platform may make Colonial First State a leader, but it appears to be short of followers at p...
Financial planning
Boutique financial planning practices could be better utilising referral sources available to them in order to maximise revenue, a study has found....
Financial planning
Macquarie Wrap has launched a Pension Update facility that enables clients to consolidate superannuation money into a single account based pension....
Financial planning
The retirement incomes market has experienced a degree of innovation over the last 12 months, but as Angela Faherty discovers, more change is needed....
Financial planning
Macquarie Life has launched a tele-interviewing service, which the company says will increase the efficiency of the insurance application process for financial advisers a...
People & Products
Aii has recruited Annmaree Varelas from the ASX to be the firm’s new chief executive....
Editorial
Col Fullagar takes a look at the recently launched Macquarie Life product, Active, and what it brings to the life insurance industry....
Life/Risk
Recently launched insurance product from Macquarie Life, Macquarie Life Active, has reached a $1 million milestone in premiums....
Top 100
A history of innovation was responsible for Macquarie getting the top spot in the business overheads product category of the Adviser Choice Risk Awards....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...