TAP moves away from traditional aggregation
The Adviser Platform (TAP) is moving away from being a traditional aggregator to opening up its services to anyone in the market.
In a significant move, TAP is expanding to offer it services at a national level to any adviser even if they use another aggregator.
TAP managing director Ryan Edwards says essentially it is removing the emotional or psychological pull around whether an adviser needs to abandon their existing aggregator relationship to take advantage of TAP’s services to make their business stronger.
Edwards ...MORE»
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Mint and Wedge get together for a new bond fund
MInt teams up with newcomer Wedge to launch a new bond fund.
Mint Asset Management and newcomer Wedge Management are getting together to launch a new Trans-Tasman fixed income fund.
Wedge founder and Managing Director Dave McLeish it makes to partner with Mint as they are a trusted and highly respected name in New Zealand.
Mint Chief Executive Kirsten Boldarin said the new fund fills a hole in its product suite and that it made sense to draw on the investment ...MORE»
Booster pushes for info on how other fund managers operateThursday, February 12th, 6:11AM
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Client reviews – what is expected of advisers?Monday, February 9th, 5:03PM 10 comments
[Opinion] A complaint against an adviser who did not know his client had two life policies has led to some discussion on the importance of regular reviews. MORE» |
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TAP moves away from traditional aggregation
The Adviser Platform (TAP) is moving away from being a traditional aggregator to opening up its services to anyone in the market. MORE»
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Sponsored by: |
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