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Wealth Matters
Insights, updates and resources to help you efficiently manage and grow your business.
Scaling with integrated cash solutions
How do you grow your advice firm without losing the personal touch your clients value?
This spotlight on Focus Partners Australia explores their "boutique at scale" advice approach. By bringing day-to-day cashflow and wrap investments into one connected view, they cut out hours of manual admin.
This simple change gave their team back what matters most: time to focus on deep, high-touch client relationships.
Cash payments over $500k are now digital in Adviser Online
Process and track cash payments over $500k entirely online, saving your team administrative time and reducing manual errors in offline paperwork for high-value transactions.
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.
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.
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.
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.
The role of culture with Stanford Brown
What keeps the leaders at Stanford Brown there for decades? Hear the firm’s growth story.
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 October technical briefing, covering technical developments from 24 August to 28 September, we’ve also answered the adviser query of the month.
Navigating the shifting tax landscape
Learn how the government’s proposed tax updates to CGT, discretionary trusts and negative gearing may impact your clients in our latest webinar.
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.