Geoff Lloyd
Boutique dealer group IRIS Financial Group has reached a milestone $500 million in funds under management on the Asgard Wealth Solutions’ platform, two years after the two companies entered into a partnership.
In terms of the March 2005 partnership, Asgard has provided dealer services and platform support to IRIS’ network of 30 planners, as well a range of premium advice services.
Asgard chief executive Geoff Lloyd described the “milestone achievement as an illustration of Asgard’s dealer to dealer capability and partnership approach”.
“We are committed to supporting independent financial advisers and the specialised needs of that sector through our platform capabilities and initiatives such as AdviserNETgain.”
