Morningstar managed portfolio service available via Transact
- Friday, 06 September 2013
- Articles
The Morningstar OBSR managed portfolio service is now available on the Transact platform.
Read more...
Cover feature: Wrap and platform survey
- Thursday, 15 August 2013
- Insight & Analysis
Regulation and best practice issues are spurring the evolution of wrap and platform usage for Financial Planners as they adapt to a new post-RDR environment. Laura Dew talks to some leading Financial Planners about how their use of platforms is changing.
Read more...
Malcolm Murray retires from Transact marketing role
- Tuesday, 02 July 2013
- Articles
Malcolm Murray has announced he is to retire from his role as head of marketing at Transact.
Read more...
Financial Planning to benefit significantly from RDR
- Friday, 28 June 2013
- Articles
Transact's head of marketing Malcolm Murray believes Financial Planning will "come into its own" over the next few years.
Read more...