Search Results | Showing 11 - 20 of 74 results for "Macquarie Adviser Services" |
| | | ... technology solutions and services tailored to the specific needs of IFAs," said Tony Graham, head of Macquarie Adviser Services. Current users of COIN include AMP Financial Planning, Commonwealth Financial Planning, Westpac Financial Services and ANZ ... |
| | | | ... response to growing demand for property assets in SMSFs, said James Casey, head of mortgages product, Macquarie Adviser Services. "One of the key reasons SMSFs are growing at such a rapid rate is that they offer the flexibility for people to choose where ... |
| | | | ... every four SMSFs uses a Macquarie CMA as its cash hub," said Peter Forrest, head of cash product at Macquarie Adviser Services. Previously, statements were only available online for the previous two years, meaning the latest addition to the online reporting ... |
| | | | ... in relation to annuities, "as is the case with the SG". However David Shirlow, executive director, Macquarie Adviser Services was less sure about the value of compulsion or preferential treatments. "Would it improve adequacy? Would it remove double dipping? ... |
| | | | Financial advisers using Macquarie Adviser Services will now be able to gain secure access to clients' accounts on the move, with the launch of a new mobile version of the Macquarie Access online portal. Macquarie Access Mobile will also enable advisers ... |
| | | | ... results were positively impacted by new developments for the group including its new partnership between Macquarie Adviser Services and Perpetual Limited to provide administration for Perpetual's $8.7 billion of high net worth wrap accounts. Macquarie ... |
| | | | ... modelling tools and data and more directed market and segmentation components. Tony Graham, head of Macquarie adviser services, said the group will leverage its platform experience with Perpetual's offering to complete the process by late 2012. "We are ... |
| | | | ... involved in the establishment of Vow Financial and the creation of platforms and adviser offerings in Macquarie Adviser Services. "Kirk Pitman has a high level of technical knowledge and a sound understanding of Macquarie clients and I am certain he ... |
| | | | ... re-badged upgrade of the former Olicc software and has now been integrated into COIN Office. Robert McCabe, Macquarie Adviser Services head of product and technology for COIN and web, said COIN would provide real insight into planning practices, with ... |
| | | | ... barrier in terms of platform direct share offerings. Justin Delaney, head of insurance and platforms for Macquarie Adviser Services said planners prefer platforms as running a portfolio of direct equities is a more cumbersome activity so using a platform ... |
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