The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 18 results for "Macquarie Wealth"|
|... billion in AUA, 21% market share and annual flows of $4.9 billion. Head of wealth product and technology for Macquarie Wealth Management Michelle Weber said the figure reflects Macquarie's history in the platform space. "We've been in the platform industry ...|
|... platform and the continued interest shown by advisers and their clients in SMAs as a flexible investment option. Macquarie Wealth head of wealth product and technology Michelle Weber said the continued growth of SMAs on the platform was a result of the ...|
|Macquarie bank's income from wealth management fees fell 14% in the six months to September end compared to the same period last year, while the bank pivots its advice business to focus on high-net-worth clients. Macquarie collected $144 million ...|
|... products. He will ultimately be responsible for the firm's 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 ...|
|... experiences and insights that can be of great value to firms as they look to engage the next generation of clients," Macquarie Wealth Management division director Sherise Mercer said. "They have a good understanding of what will resonate with a younger ...|
|... track records and deserve to be recognised." The winners are to be determined by an independent panel including Macquarie Wealth Management head of managed accounts Mark Oliver and former AMP head of research Brad Mathews. The awards will be presented ...|
|... and is setting the standard for the rest of the industry to follow when it comes to open banking," Ridd said. Macquarie Wealth head of wealth product and technology Cameron Garrett added: "We want to create the best possible experience for our advisers ...|
|... under administration. Reflecting strong interest from advisers and clients seeking flexibility and efficiency, Macquarie Wealth Management head of wealth product and technology, Cameron Garrett said the milestone illustrates the strength of Macquarie's ...|
|... lower advice fees from lower adviser headcount," the company said. Head of wealth product and technology for Macquarie Wealth Management Cameron Garrett said the strong growth is set to continue, hinting a further $7 billion in assets will transition ...|
|... suitable for a wide range of client needs, greater choice of investments and new, more efficient functionality. Macquarie Wealth Management head of wealth product Cameron Garrett, said the firm's approach has always been to collaborate with advisers ...|
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MFS Investment Management is searching for a new head of retail sales for its local business, as the incumbent heads to London for a new role.
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A former Regal Funds Management portfolio manager has been banned for five years after he manipulated the share price of Clearview Wealth.
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With more research identifying the pressure put on employees by the pandemic and lockdowns, wealth technology firm Class is offering employees extra days off.
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Prudential regulator APRA plans to go ahead with mandating independent certifications within group insurance as recommended by the financial services Royal Commission.
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