Strategy Steps buys Desk Caddie
|
|
Strategy Steps — an independent, specialist business providing financial planning strategies to advisers — has successfully acquired the financial planning resource Desk Caddie from Deutsche Asset Management (DeAM).
As first reported in Money Management on February 12, DeAM entered into an arrangement to sell Desk Caddie to Strategy Steps.
For many years, Desk Caddie has been an important resource of financial planners. It provides news, reference information, legislative commentary, case studies and a comprehensive database of personal financial planning strategies and related technical information.
Strategy Steps director Assyat David said: “There will be enhancements to the service with a new technology platform that will be built to deliver improved functionality and search capabilities. We will continue to enhance the content of Desk Caddie to provide a practical and comprehensive resource library.”
David confirmed that the integration of Desk Caddie into the Strategy Steps business was expected to be completed by May 31, 2010.
Recommended for you
Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters.
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
