Dashboard » News » Investment Service Transition

Investment Service Transition

We have created a post on the adviser portal where we will keep information and collateral related to the Mercer and Desktop Broker training sessions. The post will be updated as resources are collected. You can access these here.

Bell Potter research via Desktop Broker

Advisers who are authorised to provide advice on securities would have received an email from Andrea about how to gain access to the Bell Potter qualitative research and Buy/Sell Signals quantitative research via Desktop Broker. If you have not yet provided the requested information, you can do securely so here.

More from this Edition

·         Note From Annick

·         Upcoming Events & Webinars

·         Economic and Market Update

·         Who survived the “Kodak moment?”

·         Investment Service Transition

·         Kaplan Professional new Ontrak platform

·         FASEA changes to the Professional Year entry timeline

·         Praemium integrates with Xplan

·         Key Dates in Xplan

·         Kaplan Professional Study Period 6

·         FASEA Update | Exam Settings for 2021

Go Back
Dashboard » News » Investment Service Transition

Investment Service Transition

We have created a post on the adviser portal where we will keep information and collateral related to the Mercer and Desktop Broker training sessions. The post will be updated as resources are collected. You can access these here.

Bell Potter research via Desktop Broker

Advisers who are authorised to provide advice on securities would have received an email from Andrea about how to gain access to the Bell Potter qualitative research and Buy/Sell Signals quantitative research via Desktop Broker. If you have not yet provided the requested information, you can do securely so here.

More from this Edition

·         Note From Annick

·         Upcoming Events & Webinars

·         Economic and Market Update

·         Who survived the “Kodak moment?”

·         Investment Service Transition

·         Kaplan Professional new Ontrak platform

·         FASEA changes to the Professional Year entry timeline

·         Praemium integrates with Xplan

·         Key Dates in Xplan

·         Kaplan Professional Study Period 6

·         FASEA Update | Exam Settings for 2021

Go Back