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Showing 11 - 12 of 12 results for "MyPlanner"

Implemented Portfolios appoints former Genesys chief

ALEX BURKE  |  THURSDAY, 10 SEP 2015
... capabilities, but also our unique individual managed account service, as witnessed in our growing relationship with MyPlanner Australia." In addition to Kirk's appointment, Implemented Portfolios managing director Santi Burridge has taken on the more ...

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
MyPlanner dealer group has set up a managed discretionary account solution that will be available to its 120 planners. MyPlanner partnered with Managed Accounts Holdings to develop the My Managed Portfolio (MMP) managed account service, and the provider ...
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