YTML signs Merit Wealth and expands team

appointment dealer group merit wealth platforms statements of advice SOAs head of distribution Midwinter Financial Services Ignition Advice Ignition Wealth Decimal amp AXA

10 April 2019
| By Chris Dastoor |
image
image
expand image

YTML has signed national dealer group Merit Wealth to the Seido platform, its financial services app store.

Launched last October, Seido consolidates multiple systems and solutions into a single integrated platform, and supports document generations including Statements of Advice (SoAs).

Following the launch of Seido, YTML announced it would expand its team with the appointment of Helen Thom to head of distribution.

Thom would bring more than 20 years’ experience in the financial services industry, after previously being the general manager of distribution at Midwinter Financial Services.

She had also worked at Ignition Advice (previously Ignition Wealth), Decimal, AMP, AXA and RetireInvest.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 5 days ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 weeks 2 days ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

2 months 3 weeks ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 1 day ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 1 day ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 2 days ago

TOP PERFORMING FUNDS