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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
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Insignia Financial has responded to media speculation that it's in discussions with Equity Trustees (EQT) over the sale of its Australian Executor Trustees (AET) business.
As it looks to increase its exposure to US markets, AustralianSuper has made a raft of appointments to its New York based investment team and relocated its head of private equity.
Long-anticipated superannuation laws that allow de facto couples to split their super assets in the event of a relationship breakdown have finally passed in Western Australia.
NGS Super has made two new hires to strengthen its capabilities in international and Australian equities, as the fund works toward a carbon-neutral investment portfolio by 2030.
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GROUP EXECUTIVE OF MEMBERSHIP AND BRAND
Driven by a relentless commitment to helping others, it's of little wonder Rose Kerlin has excelled at leading profit to member and purpose-led organisations. Andrew McKean writes.