Macquarie
Advisers should consider the ownership of a platform when doing their due diligence as foreign-owned platforms are historically more likely to pull out of the market, according to Ascentric managing director Hugo Thorman.
Policies often cover the breadwinner, but should we be selling more protection to cover events affecting other family members? Greg Becker looks at the Australian answer
Zurich set out its ambition to challenge the UK's major retail platforms after revealing its long-awaited proposition will come to market in Q4 this year.
Other Macquarie articles
RSM Tenon has appointed Macquarie wrap’s former head of distribution John Porteous to head up its wealth platform proposition.
Adviser business transformation firm Veracity has completed a management buyout from Macquarie.
How do you ensure the platform you choose is not going to fail. Maria Merricks reports.
Media reports that JP Morgan bought $1.5bn of copper due to the imminent launch of its copper ETF are based on “speculation” as the trade is “three times the size” needed for the fund, Macquarie says.
Despite the hegemony of the big three platforms there is still plenty of room for newer players to thrive, according to research house Fundscape.
An IFA has expressed concerns the closure of Macquarie’s wrap platform could affect his relationship with new clients.
John Porteous, head of distribution at Macquarie, looks at how IFAs can build a more efficient service.
Macquarie Wrap has expanded its adviser support team with three new appointments as it looks to strengthen its sales division and focus on adviser relationships.
Advisers need to budget profits as an essential ‘cost’, on a par with rent and staff wages, or risk going out of business, warns the head of financial planning at Macquarie Bank UK.
John Porteous, head of distribution at Macquarie, discusses the benefits of model portfolios.
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