Search Results | Showing 11 - 20 of 36 results for "Chris Freeman" |
| | | ... integration makes providing advice and ongoing service to clients with BT Wrap holdings extremely efficient," said Chris Freeman, head of BT Wrap. Features of the integration will allow advisers to move data directly from BT Wrap to AdviserNETgain without ... |
| | | | ... uploaded information. The platform also said it had freshened up its Wrap DeskTop to make it more user-friendly. Chris Freeman, Head of BT Wrap, said the online DeskTop made it easy to do business. "Our objective is to provide straight forward, timely ... |
| | | | ... showed investors just don't engage with bulky 70+ page disclosure documents and want clear and simple language," said Chris Freeman, head of BT Wrap, adding that advisers also want a clearer communication tool to explain services and platforms. "In answer ... |
| | | | BT Wrap has signed a further five-year investment platform agreement with DKN Financial Group. Chris Freeman, head of BT Wrap at BT Financial Group, said the firm has been working with DKN for more than a decade since the Wrap was launched in 1997. ... |
| | | | ... television commercials uses a 3D graph as the centrepoint, with Dr Caton; Melanie Evans, head of superannuation; Chris Freeman, head of BT Wrap; and Michael Bailey, investment specialist BT Wrap, featuring in the ads. Carly Loder, head of marketing at ... |
| | | | ... creating a new player in the highly-competitive cash management sector. Speaking at an adviser briefing this morning, Chris Freeman, head of BT Wrap, said the firm is planning to roll out a CMA integrated with Westpac's services including payment scheduling ... |
| | | | ... for clients who would benefit from the same trading strategy or have similar investment needs," head of BT Wrap, Chris Freeman said. The improvements will also help advisers streamline their back office and reduce administration costs, said Freeman. |
| | | | ... simpler insurance application process are being eagerly anticipated by our advisers," he said. Head of BT Wrap, Chris Freeman, said adviser demand for easy access to investment essentials for their 'wealth accumulator' and Gen X clients has driven the ... |
| | | | ... familiar with their attributes of zero volatility, capital and income guarantees and no management fees, said Howes. Chris Freeman, head of BT Wrap, said demand from cautious investors and government tax reviews are driving demand for this product. "It's ... |
| | | | ... both size and quality to establish itself as one of the leading fee for service professional advice groups," said Chris Freeman, head of BT Wrap. This news also comes as Shadforth Financial Group prepares to bring 12 financial planning firms under its ... |
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