Macquarie

Thorman: Ownership vital in platform due diligence

IFAonline | 02 Dec 2011 | 11:20

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.

hugo-thorman
around-the-world

Around the world: Australian family cover

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

Cover | 07 Nov 2011 | 15:08
zurich-150x113-jpg

Zurich to challenge major platforms with Q4 launch

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.

IFAonline | 22 Jul 2011 | 07:40

Other Macquarie articles

porteous-john

Macquarie’s Porteous to head up RSM Tenon’s platform

RSM Tenon has appointed Macquarie wrap’s former head of distribution John Porteous to head up its wealth platform proposition.

IFAonline | 31 May 2011 | 16:00
handshake-large-jpg

Veracity completes MBO

Adviser business transformation firm Veracity has completed a management buyout from Macquarie.

IFAonline | 25 Jan 2011 | 15:30
choice-iw

How to spot a stable platform

How do you ensure the platform you choose is not going to fail. Maria Merricks reports.

IFAonline | 09 Dec 2010 | 12:08
coins1

Copper purchase “three times the size” needed for ETF

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.

ETFM | 08 Dec 2010 | 12:10
platforms-water

Fundscape: New platforms can still thrive

Despite the hegemony of the big three platforms there is still plenty of room for newer players to thrive, according to research house Fundscape.

IFAonline | 23 Nov 2010 | 13:30
macquarie-capital-europe

Adviser concern on Macquarie platform demise

An IFA has expressed concerns the closure of Macquarie’s wrap platform could affect his relationship with new clients.

IFAonline | 17 Nov 2010 | 14:20
porteous-john

How to power your business in a post-RDR world

John Porteous, head of distribution at Macquarie, looks at how IFAs can build a more efficient service.

Professional Adviser | 11 Nov 2010 | 08:00
porteous-john

Macquarie raids James Hay and Standard for wrap team

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.

IFAonline | 08 Oct 2010 | 10:30
baxter-john

Macquarie: Adviser profit margin 'dangerous' if below 20%

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.

Professional Adviser | 01 Oct 2010 | 15:00
investment-words

Should you be considering model portfolios?

John Porteous, head of distribution at Macquarie, discusses the benefits of model portfolios.

Professional Adviser | 09 Sep 2010 | 12:00

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