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....

image
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....

image
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....

image
Financial planning

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

image
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....

image
People & Products

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

image
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...

image
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...

image
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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks 1 day ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 6 days ago