SMAs on Macquarie Wrap top $2 billion

From

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 Macquarie Wealth Management, said the rapid increase in SMA funds under administration, which has doubled over the past year, demonstrated the strength of the Macquarie

continue reading
27 Feb 2019

0 comments

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

From

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 and Financial Services Benchmarking Report. The report showed that high performing firms are more likely to hire younger advisers, reach out to the adult children

continue reading
18 Oct 2018

0 comments

Shifting client expectations transforming the role of the adviser

From

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 bi-annual Macquarie AFS Benchmarking Report surveyed 396 accounting and financial services firms to identify the key industry trends in a changing market. David Clatworthy, a

continue reading
10 Sep 2018

0 comments

SMAs on Macquarie Wrap surpasses $1.5 billion

From

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 Australia and over the last 12 months has added a further 45 SMA models to the wide SMA offering, along with 51 managed funds to

continue reading
23 Aug 2018

0 comments

Macquarie adds wealth accounts to award-winning digital banking app

From

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 and pension accounts in one place alongside their everyday banking accounts, credit cards and mortgage. Macquarie Wrap clients can now monitor the daily movements of

continue reading
13 Feb 2018

0 comments

SMAs on Macquarie Wrap top $1 billion

From

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 added to Macquarie’s platform, demonstrating the strong interest from advisers and their clients who value the flexibility and efficiency managed accounts offer. Cameron Garrett, Head

continue reading
16 Jan 2018

0 comments

Macquarie opens benchmarking survey to accounting and financial services firms  

From

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

continue reading
07 Nov 2017

0 comments

Macquarie unveils new digital payment service for advisers  

From

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) enables advisers to initiate and make payments for clients quickly and seamlessly from their Macquarie cash account. Clients can seamlessly authorise payments on the go

continue reading
19 Jul 2017

0 comments

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

From

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 robust growth reflects the successful migration of ANZ Oasis wrap super and investment assets onto Macquarie’s platforms, and strong inflows from the IFA market. Cameron

continue reading
08 May 2017

0 comments

Macquarie wins Retail Superannuation Fund of the Year at Roy Morgan Customer Satisfaction Awards

From

Macquarie has been recognised at the annual Roy Morgan Customer Satisfaction Awards, winning the Retail Superannuation Fund of the Year Award. The Roy Morgan Customer Satisfaction Awards are determined based on the results of monthly and annual customer satisfaction ratings across Australia. Cameron Garrett, Head of Wealth Product and Technology for Macquarie Wealth Management, said

continue reading
23 Feb 2017

0 comments