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Wealth Matters
Insights, updates and resources to help you efficiently manage and grow your business.
Less admin, more time for your clients
We’re replacing paper-based forms with streamlined digital experiences built directly into Adviser Online.
Stay up to date on the latest digital form updates via our dedicated hub.
Macquarie Financial Benchmarking study
The 2026 Macquarie accounting and financial advice benchmarking report unpacks key financial, operational, and talent metrics from a focused study of high performing, scaled, multi-disciplinary firms.
Read the report to learn what drives, and hinders profitable growth, from expense profiles and technology spend to the real impact of M&A on revenue and margins.
Watch now
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Greater visibility and tracking for managed fund orders in Adviser Online
We’ve enhanced Adviser Online to make placing and tracking orders simple. You can now:
- clearly see fund pricing, cut-off dates, and turnaround times
- track orders at the individual asset level
- choose your preferred funding method for daily priced funds.
See how it works in this quick demo.
Perspective
Part One: Turning volatility into vision
Hear the key takeaways shared by global leaders on geopolitical shifts, market uncertainty and emerging investment themes.
Part Two: Investing in innovation
Learn how AI and technology are reshaping financial advice and how you can integrate its capabilities to deepen your client relationships.
Part Three: Scaling in financial advice
See how leading advice businesses are scaling their operations without compromising on service quality.
Case studies
Navigating growth: From start-up to scale-up
Kurt Miscinski, CEO of US advice firm Cerity Partners, shares how his business grew from an idea into a global professional services firm.
Emma, Mira and Vincent - Stanford Brown
Learn from the story of Stanford Brown
What keeps the leaders at Stanford Brown there for decades? Learn about the role of culture in this firm’s growth story.
Smiling women of Alteris Financial Group
Three ways to successfully scale
Alteris Financial Group shares the tools, technology and principles that help them on their growth journey.
Viola Private Wealth’s bold blueprint
How is this firm planning to turn a $2.5 billion business into a $15 billion business over a five-year period?
Technical resources
Technical news and resources
Keep up to date with the latest insights from our Technical Services team, including on topics such as superannuation, tax and social security.
Our latest technical briefing
Welcome to our September technical briefing, covering technical developments from 28 July to 24 August, we’ve also answered the adviser query of the month.
Macquarie’s perspective on the federal budget
Explore Macquarie’s perspective and analysis on how the 2026 Federal Budget will impact financial service professionals and their clients.
Read the latest investment strategy insights
Welcome to investment strategy insights, curated by Macquarie’s Chief Investment Officer, Paul Huxford, and his investment strategy team.
Platform and product updates
The latest on platform and product features and enhancements, to help your firm deliver efficiency and allow you to spend more time with clients.
CPD webinars and masterclasses
Register for one of our upcoming Macquarie Adviser Online masterclass series or browse our catalogue of on-demand CPD webinars.
Help and support
Macquarie has a range of tools and channels to help you get fast, seamless access to support when you need it most.
Live chat
Log in to Adviser Online to connect directly with our team of experts.
Adviser Help Centre
On-demand access to FAQs, step-by-step guides any time of day.
Additional information
Unless stated otherwise, this information is provided by Macquarie Bank Limited ABN 46 008 583 542 AFSL 237502 for the use of financial services professionals only. It doesn’t take into account the objectives, financial situation or needs of any investor and shouldn’t be relied upon as advice. Consider our offer documents and seek independent financial, legal and taxation advice to decide if our products are right for you.
Macquarie Investment Management Ltd is not a bank, and its obligations are not guaranteed by Macquarie Bank. See the offer documents and TMDs for the Macquarie Wrap products on our website and consider whether these products are right for you. Macquarie does not issue or manage the investment options offered on Macquarie Wrap unless expressly stated in the investment option’s disclosure document.