January's newsletter2010 promises to be a year of continued change and, in our view, of reward for professional financial planners. As industry attention remains substantially fixed on the implementation of the Retail Distribution Review, the opportunity for planners to further evolve their business models to achieve greater implicit business value whilst best serving clients, will remain the focus of this publication. We trust that it will be a source of some good ideas worth developing with your team, peers, clients and with Macquarie. |
Cycle of ChangeMacquarie's Head of Distribution, John Porteous, looks into how effective practice management can help firms achieve their true potential. Click here for the full article |
Attracting and Retaining TalentPeople are an organisation's most important asset so attracting and retaining the right people, through a well defined people management agenda, is imperative. Click here for the full article |
December's newsletterInnovative functionality - We are delighted this month to have launched MyPortfolio within Macquarie Wrap, an intuitive and client focussed service, that allows Macquarie Wrap clients to view a consolidated picture of their financial affairs, in a clearly user friendly way. MyPortfolio has been developed following feedback from financial planners and clients with the purpose of providing clients with clear, online access to the status of their portfolio’s and to support planners in enhancing their service proposition to clients. It offers consolidated client reporting and the facility to present complex financial information in a highly simplified, interactive and informative way. |
The future is out there... somewhereThe first in a series of insights into the
future of financial planning and the opportunities
for business owners and professional practitioners.
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Interview with Ian MuirheadIan Muirhead, Managing Director of SIFA, talks to us about his own experiences as well as issues facing others within the financial industry. |
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Press Release
John Baxter heads up new Macquarie business
London 2nd October, 2009 - Macquarie has today launched a new business initiative, Veracity Asset Transformation Service (Veracity).
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Press Release
Porteous joins Macquarie
London 3rd August, 2009 - Macquarie has announced the appointment of John Porteous within its Banking and Financial Services Group ...
Annual Report 2009
You can read more about Macquarie's 2009 annual results in the Annual Report.