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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
AMP today announces the appointment of Felicia Trewin as its new chief technology officer and member of the group executive committee.
State Street Global Advisors will roll out enhancements to four of its SPDR ETFs and, in the process, give Australian investors access to an ESG-focused global real estate ETF and reduced carbon emissions emerging markets ETF for the first time.
New Morningstar research recommends retirees should drop the 4% withdrawal rate to 3.3% for a balanced portfolio.
The former chief claims officer at Zurich Financial Services has moved to ClearView Wealth in a newly created role.
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