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|Showing 1 - 10 of 74 results for "Macquarie Adviser Services"|
|... director wealth product strategy, head of commercial management - wrap and division director strategy - Macquarie Adviser Services. He also spent time at Macquarie in the UK as director of wealth management strategy for banking and financial services ...|
|... to that, she held several roles at Macquarie, including transition manager, senior product manager - Macquarie Adviser Services and training relationship manager for the Macquarie Wrap platform. "We are delighted to welcome Julieanne to the legalsuper ...|
|... been head of personal banking at Macquarie since 2013. Prior to that, she was head of strategy for Macquarie Adviser Services, and has also held senior positions at St George, Asgard, BT and Security Pacific. Decimal's board issued a statement about ...|
|... addressing the needs of self-managed superannuation funds (SMSF) is on the rise according to a new study by Macquarie Adviser services. This year's Cash Satisfaction Survey has revealed that advisers' self-evaluation for meeting the needs of SMSF clients ...|
|... this journey, closely consulting with them to understand their needs and how we can respond to them," Macquarie Adviser Services head of Sales in Platforms Cameron Spittle said. "The fee disclosure statements will hopefully help to streamline some of ...|
|... mortgage brokers who are being told they should target the sector. Doug Lee, head of mortgage sales at Macquarie Adviser Services, said, "Although SMSFs now represent only 2% of new business for brokers, 9% of Australians surveyed for Macquarie's Mood ...|
|... share portfolios, and those with SMSF annual returns to complete. Carolyn Colley executive director at Macquarie Adviser Services, said that the firm has enhanced the usability features of Share market Tax Facts for accountants since it was first launched ...|
|... Macquarie Access Mobile and Macquarie Life Active Body, which were launched in 2011. Tony Graham, head of Macquarie Adviser Services, said that advisers and mortgage brokers rely more on mobile technologies to help them access information and run their ...|
|... planners, accountants and other SMSF advisers." Previous roles held by Clarke include head of marketing at Macquarie Adviser Services, head of marketing and products at Rothschild Asset Management, and senior marketing, communications and product roles ...|
|Macquarie Adviser Services has updated its term deposit offering for advisers as the investment option grows in popularity among self managed superannuation funds. The update adds online maturities and data feed improvements that aim to streamline the ...|
Aware Super, AustralianSuper and Hostplus are set to appear before the Standing Committee on Economics' inquiry into common ownership on Monday.
ASIC is urging financial advisers to be well prepared for the new Design and Distribution Obligations regime, warning that there should be no surprises when it kicks into gear on October 5.
A long-serving Mercer superannuation executive has left the firm to focus on board directorships.
The online trading platform is set to pay $25 million for the big four bank's share investing client base as the latter continues to simplify its banking strategy.
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