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Showing 51 - 60 of 178 results for "Cash management"

Macquarie shuffles wealth leadership

HARRISON WORLEY  |  MONDAY, 25 FEB 2019
... relationships with about 7000 financial advisers who use Macquarie wealth products, including its wrap platform, cash management accounts and managed accounts offerings. Garrett has been with Macquarie for 19 years, and previously worked at Merrill Lynch ...

Advice groups sign on to HUB24

KANIKA SOOD  |  WEDNESDAY, 9 JAN 2019
... ConnectHUB offering which will allow advisers to integrate multiple external data sources in real time, including cash management and annuities to enable a consolidated view of client wealth from the platform. It is expected to be rolled out to wider ...

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
... Advisers licensed by Elders Financial Planning can now access Cashwerkz, a term deposit administration service and cash management platform. Advice clients can access current term deposit rates across a wide range of Australian banks and other authorised ...

BT overhauls life cover limits and definitions

JAMIE WILLIAMSON  |  WEDNESDAY, 29 AUG 2018
... Group announced it has added Challenger annuities to its Panorama platform. The group has also introduced a new BT Cash Management Account Saver with no transaction or administration fees, also available on Panorama. It attracts an interest rate of 1 ...

Retail super funds in hot water: Royal Commission

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... duties under the SIS Act by not lowering fees and charges to members on their investments in cash through the SDF Cash Management Trust or with respect to the MySuper products. This was "a decision to be made ultimately by others in the AMP Group," Hodge ...

New partnership to simplify estate planning

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
... integrated with Macquarie's open banking platform, offering users real-time access to the institution's investment and cash management accounts. Myprosperity said doing this will allow its 530 financial advisers to give clients a "complete view of their ...

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... receiving from investors and advisers. We have more enhancements coming this year including new reporting features, a cash management account and annuities; further strengthening Panorama's offer," he said.

Macquarie partners with wealth fintech

ALEX BURKE  |  TUESDAY, 8 MAY 2018
... myprosperity, users of the personal wealth platform will now have real-time access to Macquarie's investment and cash management accounts. Myprosperity said doing this will allow its 530 financial advisers to give clients a "complete view of their entire ...

Macquarie platform, wrap businesses soar

KARREN VERGARA  |  FRIDAY, 4 MAY 2018
... to $1.1 billion. Macquarie categorises its wrap platforms, superannuation, investment and financial advice, and cash management, private banking and stockbroking businesses under Banking and Financial Services (BFS). It services more than one million ...

Sales director moves from Legg Mason

HARRISON WORLEY  |  WEDNESDAY, 18 APR 2018
... Barker said. "Following developments in our Treasury Services business which has resulted in efficiencies across cash management, passive FX hedging and portfolio hedging, we have experienced a strong increase in these services. We are delighted to be ...