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Managed accounts forum to address vertical integration, best practiceBY STAFF WRITER | FRIDAY, 24 AUG 2018 4:24PM
Leading managed account providers and financial planning groups will take centre stage at the annual Financial Standard Managed Accounts Forum to be held in Melbourne next month.Read more: Melbourne, Financial Standard Managed Accounts Forum, Crystal Wealth, Eikon Financial, Partners Wealth, Stanford Brown, The Wealth Partnership, Tim Townsend, Townsend Cobain, Viridian Financial Group
Willis Towers Watson (WTW) has announced a new head of retirement for Australasia as Brad Jeffrey retires after serving 40 years with the company.
Perpetual Investment Management has appointed a new custodian, replacing RBC Investor and Treasury Services following its exit from the Australian market.
Zenith Investment Partners has partnered with MSCI to enhance the delivery of institutional-grade portfolio analysis, service scalability, insights and reporting to its managed account portfolio clients.
The neobank has become the first Australian bank to return its customer deposits after it withdrew its banking products and announced the return of its authorised deposit-taking institution (ADI) licence.
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