Macquarie opens benchmarking survey to accounting and financial services firms  

From

David Clatworthy

Macquarie has announced the launch of its industry-leading 2017/18 Accounting and Financial Services Benchmarking Survey and is calling on financial planning and accounting firms to participate.

The second biannual Accounting and Financial Services Benchmarking Survey is designed to uncover the latest industry trends to help firms benchmark their performance against leaders and identify opportunities for growth.

David Clatworthy, a Division Director in Macquarie’s Wealth Management division, said the survey will provide insights on the key themes and emerging trends across the accounting and financial services industries, including the impact of technology and the evolving role of the adviser.

“In a rapidly evolving market, the survey results will allow practices to gain an understanding of how their business is performing and identify focus areas for the future to differentiate themselves against their peers,” Mr Clatworthy said.

The 2017/18 Macquarie Accounting and Financial Services Benchmarking Survey will take approximately 45 minutes for firms to complete, with the aggregate results expected to be released in March 2018.

By taking part in this survey, participants will be one of the first to receive a copy of the 2017/18 Macquarie Accounting and Financial Services Benchmarking Report, as well as go in the draw to win one of five Google Home prizes.

The survey is open until 1 December 2017 and should be completed by the firm’s partner, director or owner. It will be conducted by Confirmit, on behalf of Macquarie.

Participate in the survey.

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