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Showing 61 - 70 of 194 results for "XPLAN"

Financial adviser salaries revealed

JAMIE WILLIAMSON  |  THURSDAY, 11 APR 2019
... to have tertiary qualifications in financial planning or a related degree. Paraplanners and client service officers with Xplan experience will be highly regarded. Meanwhile, financial advisers with strong rapport building and effective communication ...

IRESS general manager joins advice group

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2019
... his knowledge will be an invaluable addition to our experience base," Mancell said. "Andrew spent more than a decade with Xplan, working closely with firms like ours. Harnessing Andrew's experience in this area underlines our commitment to ongoing ...

Practifi integrates with XPLAN

KANIKA SOOD  |  WEDNESDAY, 6 MAR 2019
The business management platform for advisers has integrated with IRESS XPLAN, leveraging its recently released open API. The integration builds on Practifi's compliance and efficiency by eliminating data duplication with a single, completely integrated ...

Former Macquarie advisers have bans reduced

JAMIE WILLIAMSON  |  TUESDAY, 12 FEB 2019
... execution only instructions had been given, not personal advice. They then arranged for the same false emails to be saved into Xplan and created false order management system transaction records to reflect the false emails. Landau engaged in the misconduct ...

Advice dealer group, fintech align

JAMIE WILLIAMSON  |  MONDAY, 7 JAN 2019
... deposit rates across a wide range of Australian banks and other authorised deposit-taking institutions. Elders advisers using Xplan can also benefit from a wide range of data feeds offered by Cashwerkz, enabling them to comprehensively measure asset ...

Class enhances XPLAN integration

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
The latest integration between Class and XPLAN will enable financial advisers to have a single shared view of data and assets. Users will be able to vie all investments held within Class and XPLAN, including unlisted assets such as direct property. ...

Industry fund, IRESS begin automated advice journey

DARREN SNYDER  |  TUESDAY, 30 OCT 2018
... managing director, superannuation Jeff Hall said the solution can also be coupled with WA Super's use of scaled advice solution XPLAN Prime. Using one technology provider for the digital advice solution reduces risks associated with re-keying data between ...

IOOF expands managed accounts offering

KARREN VERGARA  |  FRIDAY, 12 OCT 2018
... and Consultum Financial Advisers. IOOF anticipates it will offer MPS to the broader market. MPS is fully integrated with XPLAN, including advice document generation and client account management with built-in client review reminders, Oliver said. Last ...

Former Macquarie advisers banned

JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
... execution-only instructions had been given by them, and not personal advice. He also arranged for the false emails to be saved into XPLAN and created false order management (IOS) system transaction records related to the emails. Campbell was found to ...

IRESS first half revenues up 8pct, wealth and lending lead

KANIKA SOOD  |  THURSDAY, 23 AUG 2018
... CRM, portfolio and financial modelling tools. IRESS also completed its regtech acquisition of Lucsan and integrated it into XPLAN, building on its data analytics capability. The company said it is experiencing strong bid activity for superannuation suite ...