Stockford takes news feed from Deutsche
Accounting consolidatorStockfordhas invested in an online tool which will provide advisers using its master trust Web site with the latest news and information as sourced byDeutsche Asset Management.
Stockford will be adding the Deutsche Desk Caddie, which is a Web based adviser tool, to its Portfolio Preference master trust Web site.
The tool provides financial planning news, strategy ideas and technical reference information to the financial advisers using the Web site.
Deutsche maintains the content that is fed into the master trust Web site, which is compiled by the fund manager’s research and technical team in areas of tax, estate planning, superannuation and investment.
The new addition to the Web site will assist advisers in keeping up to date with industry and legislative developments as well as generating checklists of sales ideas from a database of more than 140 strategies, Stockford says.
Advisers will also be able to search a database of case studies and standard texts on plan preparation.
The Portfolio Preference master trust is used by 82 financial advisers and has $13.8 million under management.
AUTHOR
Lachlan Gilbert
Recommended for you
With Fortnum Private Wealth and Professional Financial Services now unified under the Entireti umbrella company, CEO Neil Younger has detailed to Money Management the firm’s new direction and future expansion.
The FAAA has suggested looking offshore for overseas financial advisers to ease the adviser shortage, but are employers willing to take on the burden of workplace visas?
There may be a huge influx of alternatives coming to the market, but timing and access difficulties mean advisers can easily end up disappointed with their selection, according to Morningstar global CIO Dan Kemp.
An NSW individual has pleaded guilty to one criminal charge of providing unlicensed financial services after promoting crypto investments at national seminars.
