JULY, 2009
Oxygen. Macquarie Planner Services.
Welcome to the inaugural edition of the Macquarie newsletter dedicated to planners, Oxygen. Its purpose is to provide you with some regular, interesting and relevant commentary from the market, peers and Macquarie - we trust that you will find it of real interest and would welcome your feedback.
Having engaged with planners over the past year leading up to the rollout of our wrap account in March, one subject that comes-up repeatedly is that of achieving greater business efficiency and growing planning businesses. With this in mind, our feature article this month looks at the differences between Running and Growing a Business and highlights perspectives to consider when implementing your strategy.
In addition, you will find an insightful article by Joel Teasdel of Dimensional about passive and active investing, a revealing interview with Nick Cann of the IFP and a practitioner's perspective on the merits of using wraps by Richard Bertin of Asquith & Partners.
Again, your feedback on our newsletter would be welcomed so please feel free to email us with any comments that you have or topics that you would like to see covered.
In addition, if you would like to find out more information about Macquarie Wrap, click here for the contact details of our Business Development and Training & Relationship Managers.
Kind regards,
Jason Huddy
Executive Director
Macquarie Bank International
FEATURED ARTICLERunning versus Growing a BusinessMacquarie recently ran a series of workshops with financial planners which addressed the issues of running versus growing a business. There were some interesting issues raised and we share some of Macquarie’s insights in our feature article. |
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ARTICLEThe Real Investment Challenge: Capturing the Returns Owed to you by CapitalismJoel Teasdel of Dimensional shares his thoughts on the issue of active versus passive investing and the issue of investors not always getting the returns that are owed to them. |
INTERVIEWInterview with Nick CannNick Cann of the IFP chats to us about what he would be doing if he wasn’t the president of the IFP and who he would like to have round his dinner table. |
ARTICLEThe Merits of Managing Portfolios via WrapAnthony Williams of Evolve shares his thoughts on the advantages of managing investment portfolios through wrap, for both your business and your clients. |
ARTICLETreating Customers FairlyThe hot topic of the moment... we look at how wrap platforms can help you to meet your TCF requirements. |
