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|Showing 1 - 8 of 8 results for "Ian Webster"|
|... Wealth Connect and Intelliflo Intelligent Office from the UK, a trend that is set to grow," Investment Trends analyst Ian Webster said. "Now more than ever, advice firms have access to an array of globally available, low-cost digital services to manage ...|
|... platforms, yet funds still struggle with reliability, consistency and quality issues. Investment Trends technology analyst Ian Webster said despite the difficulties, funds were developing better engagement. "Super funds are gradually mastering the challenge ...|
|... distributed in time, more suited to providing advice services to a broader market," according to Investment Trends analyst Ian Webster. The report also found practices are using a range of tech services to support client engagement. One third of practices ...|
|... third respectively, while AdviserNETgain and Asgard took out the top spots for Hybrid planning/platform applications. Ian Webster, technology analyst at Investment Trends said that XPLAN was leading the way for both comprehensive and component planning ...|
|... just custodians of member funds to providers of member account services. Technology analyst at Investment Trends, Ian Webster, said the proliferation of self-directed account services on super admin platforms enable funds to use their education and engagement ...|
|... efficiency should deliver a better business and more consistent client outcomes." According to Investment Trends analyst Ian Webster, XPLAN was chosen because it is a "world class comprehensive planning application". "The quality of XPLAN and the other ...|
|... other applications offering different approaches to scaled superannuation advice delivery," Investment Trends Analyst Ian Webster said. According to the report the Future of Financial Advice (FoFA) development had mainly been completed and software vendors ...|
|... The report found XPLAN achieved an overall score of 89%, ahead of Coin Office with 85% and AdviserNETgain with 75%. Ian Webster, from the Investment Trends Advisory Board, said it was the launch of XPLAN 2 that cemented IRESS in the top spot. "With the ...|
After four months of due diligence, the two super funds have confirmed they will merge before the end of the year.
The $179 billion sovereign wealth fund has promoted internally to appoint a deputy chief investment officer for portfolio strategy.
The alarming rate that financial advice is increasingly becoming unaffordable for everyday Australians further cements the position of the rich and powerful, an inquiry heard this morning.
The Sydney multi-boutique has appointed a Queensland-based distribution director, hiring from GSFM.
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