Merry Xmas. Money Management will be back in January
This is the last Money Management e-newsletter for 2007.
We wish all our subscribers and readers a very Merry Christmas and a safe and prosperous 2008.
The Money Management e-newsletter will return on Monday, January 7, 2008.
AUTHOR
Mike Taylor
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A new report from the Financial Services Council has detailed what advisers value the most from their licensee, as well as the time and cost savings from being part of an AFSL.
Receiving advice and guidance has been identified as a factor making up a successful retail investment system. Vanguard has shared policy recommendations to ensure greater advice accessibility.
The pressure is on for technology providers as Investment Trends’ latest industry report reveals advisers are consolidating their platform use, directing the majority of funds to just one primary platform.
DASH Technology Group has announced a suite of enhancements for its core platform technology to better support advisers and the growing wholesale investment market.
