Planning groups sign with E*Trade
Online financial services provider E*Trade Australia has signed deals with seven financial planning groups to provide them with online investment and trading operations.
The planning groups, MDRN Allens Financial Planning, Puzzle Financial Advice, AON Financial Planning and Protection, Wright Planning, Financial Force, Dunross Securities, and Dowling and Associates all signed deals choosing E*Trade as their preferred online broker.
Under the deals the seven financial planning companies will have direct access to E*Trade Pro, a service designed for online investors that provides real-time information and fast order placement.
Planners will be able to place orders on behalf of clients using E*Trade Pro or they can place orders through E*Trade's central service.
The financial planning groups’ planners will also have access to the E*Trade website and its set of research tools, historical data and portfolio management functions.
Recommended for you
As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months.
Assured Support explores five tips to help financial advisers embed compliance into the heart of their business, with 2025 set to see further regulatory change.
David Sipina has been sentenced to three years under an intensive correction order for his role in the unlicensed Courtenay House financial services.
As AFSLs endeavour to meet their breach reporting obligations, a legal expert has emphasised why robust documentation will prove fruitful, particularly in the face of potential regulatory investigations.
