SMAs on Macquarie Wrap pass $10 billion

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Macquarie’s Banking and Financial Services group today announced its separately managed accounts (SMAs) on the Macquarie Wrap platform has passed $10 billion in funds under management (FUM). SMAs on the

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SMAs on Macquarie Wrap top $2 billion

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Macquarie has announced its separately managed accounts (SMAs) on the Macquarie Wrap platform have surpassed $2 billion in funds under administration. Cameron Garrett, Head of Wealth Product and Technology for

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Accounting and financial services firms engaging the next generation to future-proof their businesses

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Accounting and financial services firms are clear on the importance of engaging the next generation of clients in order to future-proof their client base, according to the 2018 Macquarie Accounting

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Shifting client expectations transforming the role of the adviser

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The role of the financial adviser is changing as a result of increased client expectations and technological advances, according to Macquarie’s 2018 Accounting and Financial Services Benchmarking Report. The second

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SMAs on Macquarie Wrap surpasses $1.5 billion

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Macquarie has announced its separately managed accounts (SMAs) on the Macquarie Wrap platform has exceeded $1.5 billion in funds under administration. Macquarie is one of the largest wrap platform providers in

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Macquarie adds wealth accounts to award-winning digital banking app

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Macquarie has announced the addition of wealth accounts to its award-winning digital banking app. This enables clients to see all of their wealth holdings, including their share portfolio, investments, super

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SMAs on Macquarie Wrap top $1 billion

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Macquarie has announced its separately managed accounts (SMAs) on the Macquarie Wrap investment platform surpassed $1 billion in funds under administration. This milestone comes only three years after SMAs were

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Macquarie opens benchmarking survey to accounting and financial services firms  

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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

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Macquarie unveils new digital payment service for advisers  

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Macquarie yesterday announced the launch of a new payments service, to support advisers in being more efficient and flexible when managing payments on their client’s behalf. Macquarie’s Adviser Initiated Payments (AIP)

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Strong growth sees Macquarie’s funds on platform top $72 billion

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Strong interest from the institutional and IFA market has seen Macquarie’s funds on platform grow 24 per cent to reach $72.2 billion in the year to 31 March, 2017. The

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