By Andrea Theouli We have created a post on the adviser portal where we will keep information and collateral related to the Mercer and Desktop Broker training sessions. The post will be updated as resources are collected. You can access these here. Bell Potter research via Desktop Broker Advisers who are authorised to provide advice…

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Madeleine (Maddy) Falkiner – Practice Transition Manager Madeleine has recently joined Madison as our Practice Transition Manager to help create seamless and enjoyable transition experience for our community. Madeleine graduated from the University of Sydney where she completed a Bachelor of Commerce majoring in finance and accounting. Whilst at university, Madeleine worked at a fintech…

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By Annick Donat These past few weeks, we have been speaking to Principals researching options for a new licensee. No doubt you’re across the dislocation and disruption in our industry as the institutions make their “future of advice” tactical moves. As they say, “all’s fair…” however resoundingly, we are hearing some common themes and frankly,…

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In this weeks episode of the Madison News, Kerry Fleming provides an update on the changes to CPD requirements. To watch the update click below.   More from this Edition ·       Note from Annick ·       Welcome to our new team members ·       Changes to CPD Requirements ·       Investment Service Transition ·       FASEA Code of Ethics…

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Please find a list below of key documents regarding the Mercer Integration & Transition. Mercer FAQ Introduction to Mercer IS   Desktop Broker/Bell Potter FAQ Desktop Broker client factsheet Bell Potter online portfolio review service brochure Desktop Broker webinar slides   Clime Direct:  Webinar Slides  Managed Fund Research Tool Training Session  Equity Research Tool Training…

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This week Bethany sits down to provide you with an update on what’s happening at Madison. To watch the update click the video link below. More from this edition ·       Madison Monthly Connector ·       Service Model & Pricing Update ·       Clime Direct Webinars ·       Setting up a referral arrangement ·       Key Dates in…

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By Annick Donat Since our last communication, several workshops and conversations have been held to design our new Service and Pricing model.  The Adviser Panel, represented by Naomi Alletson, Megan Hodge, Paul Giordano, Brian Lomas and John Francis have spent many hours on this program of work to assist with the design and construct of…

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By Megan Thomson Every Thursday at 12pm (AEST) join Megan Thomson for her latest webinar on the Madison Xplan site. CLICK HERE to register for any of the below sessions.  Thursday 15 October – Client Fact Find Wizard To get the most out of XPlan it is important that your client fact find data is…

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By John Abernethy Had the Australian population agreed with the mainstream press that the FY21 edition of the Commonwealth Budget was the “most anticipated” in years, then they would have been greatly disappointed as the night unfolded. The pre-budget leaks were extensive, and the forecast deficit ($200 billion) was well in line with market whispers.…

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By Megan Thomson As part of Good Governance we discussed the need for practices to be capturing the Key Dates for clients in XPlan. One of the efficiencies that will be gained will be the full automation of the FDS and renewal notices individually and in bulk. You can input this information under Service >…

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