The latest issue of Financial Standard now available as an e-newspaper
Iress integrates DDO with XplanBY ANNABELLE DICKSON | MONDAY, 30 AUG 2021 12:24PM
Iress' design and distribution obligation (DDO) solution will be integrated with Xplan allowing financial advisers who use the software to access Target Market Determinations (TMDs) throughout the entire advice process.Read more: Iress, DDO, Xplan, Michael Blomfield, Aberdeen Standard Investments, Fidelity International, GSFM, Objective Corporation, Pengana Capital Group, Schroders, Yarra Capital Management
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.
|Brought to you by|
|Access a 20% EOY discount to Financial Standard's premium subscription. Available until 31 December 2021.|