Search Results | Showing 51 - 60 of 383 results for %22Macquarie Adviser Services%22 |
| | | A Macquarie Bank cash offering has seen record interest as financial advisers look to safeguard their client's wealth amid the COVID-19 crisis. Speaking to Financial Standard, Macquarie banking and financial services head of payments and deposits ... |
| | | | ... and make it easier for me to deliver results for my clients." Davis uses wealth management platform BT Panorama and Macquarie Wrap to manage his client's portfolios, Xero for accounting, Xplan for client CRM, and video-conferencing tool Zoom for ... |
| | | | ... 2018 end. It charged 60bps in annual management fees, which was paid to CFS as the responsible entity. A report from Macquarie (which also offers a cash management product) published earlier this month said that 93% of advisers recognise the value of ... |
| | | | ... financial advisers are struggling to make time for important aspects of the advice process, including cash management. Macquarie's newly released Cash flow management opportunity report shows 93% of advisers recognise the value of cash management services ... |
| | | | ... worked in its investment administration and client services team. Prior to this, Moore worked as a wrap administrator for Macquarie Bank. Bernasconi said the appointments come in response to the platform's recent growth. "The high calibre of these appointments ... |
| | | | Macquarie recently launched a new low-cost investment menu to its Wrap platform, designed to help financial advisers provide high-quality investment options to clients with simpler investment needs. Macquarie's multi-year effort to reset its platform ... |
| | | | A former Macquarie Group financial adviser has been permanently banned from the industry, following an ASIC investigation into the adviser's "dishonest" and "misleading" behaviour. ASIC has permanently banned Queensland-based adviser, Warren Scott ... |
| | | | ... $749.7 million in compensation to customers, according to new data released by ASIC. The regulator said AMP, ANZ, CBA, Macquarie, NAB and Westpac are the six major institutions who are reimbursing customers who suffered loss or detriment because of non-compliant ... |
| | | | ... community of Bendigo, in addition to his contributions to the financial services industry. Chair of Citadel Group and former Macquarie director, Kevin McCann, received the award for his contributions to corporate governance and as an advocate for gender ... |
| | | | ... across the business. Huddy was most recently an executive director at ARCO, a role he left in July 2019. Huddy worked at Macquarie in business development and management roles across its investment management, professional series and wrap platform businesses ... |
|
