Search Results | Showing 41 - 49 of 49 results for "Kelly Power" |
| | ... well, and we want to ensure that it has all the right reporting and right feeds to support SMSF," BT head of Platforms Kelly Power said. "The focus of the cash account is start testing how the bigger platform will work, it is a very important part of ... |
| | | ... your investments in one place, reducing the workload for clients come tax time. BT Financial group head of platforms, Kelly Power, said the achievement was the result of continued innovation and investment in the product. "Our commitment is to make the ... |
| | | ... platforms space, BT's head of platform products said, while predicting an evolution in the way technology is used. Kelly Power said the three to five year nextGen business strategy program had in many respects gone "back to basics" in focusing on front ... |
| | | ... and what the status of those statements are in order to track and manage the expectations of their clients," said Kelly Power head of platform products of BT Financial Group. "We are beating our own statement delivery times year on year and expect to ... |
| | | ... is the first time we've been able to give advisers all this information in one place and its available 24/7," said Kelly Power, BT Financial Group, head of platform product. "The website is built for advisers to provide them with comprehensive strategic ... |
| | | ... menu that has 70 managed funds, then you'll pay an additional 15 basis points, so 45 basis points on aggregate," said Kelly Power, national product manager, Asgard. There is also an option to access the full wrap menu, which is the same 400 funds, that ... |
| | | ... new funds to its universe this year, with financial advisers asking for more global and Australian equity options. Kelly Power, head of product at Asgard, said funds had to meet strict criteria on liquidity, ratings and adviser demand before being added. ... |
| | | ... and/or TPD cover of up to $500,000 for clients who apply within 30 days of receiving their home loan approval," said Kelly Power, head of product, Asgard. "This means eligible clients will be able to get all the features and benefits of the Life and/or ... |
| | | ... efficiencies and significantly reduces the share paperwork burden for adviser, their staff and their clients" said Kelly Power, national product manager at Asgard. With ETFs continuing to gain popularity and with shares still the dominant investment ... |
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