Search Results | Showing 1 - 10 of 32 results for "David Travers" |
| | ... Diverger and Sequoia. The integration is set to classify, review, and analyse advice more rapidly, Fourth Line chair David Travers said. "It will also help identify exceptions, including technical and systemic advice risks, with more confidence. It'll ... |
| | | ... ACSA members, on average, settled approximately 94,500 trades per day on behalf of clients. ACSA chief executive David Travers said continued local and global market volatility and shifting economic conditions remained a challenge. "Member organisations ... |
| | | ... member data in the June report also reflect consolidation of custody mandates in many cases," ACSA chief executive David Travers said. "Looking ahead, ACSA members will continue to focus on their response to changing regulatory data reporting requirements ... |
| | | ... Trust's assets under custody grew by 1.1% in the same period from $722 billion to $730 billion. ACSA chief executive David Travers said the result occurred on the back of strong financial markets. "Our members reported a consistent increase for Australian ... |
| | | ... Commission. It currently works with licensees such as Interprac, GPS Wealth and Wealth Today. Fourth Line chief executive David Travers said: "Our experience has identified that the best quality advice occurs when it is reviewed before the advice is ... |
| | | ... savings. For those over 65, just 18% received advice on Centrelink's Age Pension. Fourth Line chief executive David Travers suggests that the lack of advice on home equity drawdown strategies might not be in line with the client best interests' ... |
| | | ... director of RBC Investor & Treasury Services has been named chief executive of a financial advice technology provider. David Travers has joined Fourth Line, a risk management and compliance regtech solution as its chief executive. Travers consulted to ... |
| | | ... under administration at June end. In May, the managing director of RBC Investor & Treasury Services in Australia, David Travers left after a decade with the company. Former head of RBC I&TS Malaysia, Andy was appointed to lead the Australian business ... |
| | | ... Services in Australia has departed, with a new general manager role introduced. After a decade with the custodian, David Travers has left RBC Investor & Treasury Services. A spokesperson confirmed the departure, saying it came as the firm moves to align ... |
| | | ... technology integration program. It is also developing a global middle-office solution. Head of RBC I&TS Australia, David Travers said the custodian is finding prospective clients want more than commoditised custody services. "We are looking forward to ... |
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