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Advisers laud Xplan softwareBY KARREN VERGARA | WEDNESDAY, 28 APR 2021 12:19PM
Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds.
Read more: Investment Trends, Xplan, AdviserLogic, Advice Intelligence, Advice Technology Benchmark Report, Coin, Ian Webster, Intelliflo Intelligent Office, IOOF, Iress, Midwinter, Wealth Central, Xeppo
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Delivering Income from Infrastructure
In another first for Pinnacle Investment Management this week, the firm has set up a North American-based affiliate in a small-cap equities fund manager.
The $65 billion industry superannuation fund has welcomed a head of investment product and communications who has previously held roles with MLC Asset Management and BlackRock.
Mirae Asset Global Investments has appointed Citi Australia as its provider of custody and fund administration services for its Australian funds management business.
The Retirement Income Covenant's introduction to parliament yesterday has been welcomed by major industry bodies.
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