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Showing 1 - 10 of 25 results for "Wayne Wilson"

New initiatives ready advisers for the future

JAMIE WILLIAMSON  |  WEDNESDAY, 5 DEC 2018
... best-of-breed solutions to help their practices adjust to the shifting landscape," knowITdigital chief executive Wayne Wilson said. The first partnership, with financial services law firm Holley Nethercote, will provide advice businesses with access ...

Royal Commission interim report flawed

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
... implications for ensuring the best outcome for clients," the AFA said. Also responding, knowITdigital chief executive Wayne Wilson said it is likely the issue of grandfathered commissions will remain a key point of discussion in the Royal Commission's ...

Government fintech agenda spotlights microbanking

ALEX BURKE  |  TUESDAY, 9 MAY 2017
... increased consumer choice and jobs growth in financial services." Speaking to Financial Standard, KnowIT chief executive Wayne Wilson said that while he welcomed many of the changes to the treatment of fintech companies, he was concerned about how those ...

Advice practices need succession plan: Research

DARREN SNYDER  |  MONDAY, 1 MAY 2017
... practices aren't on as solid a foundation as they might first appear to be," Bell said. knowITdigital chief executive Wayne Wilson said: "What has become clear in the latest report is that the areas that will most impact a practice's success are investment ...

Mobile education drives advice professionalism

JAMIE WILLIAMSON  |  WEDNESDAY, 5 APR 2017
... timeframe in which to get qualified and we think demand will greatly exceed supply," knowITdigital chief executive Wayne Wilson said. "The joint venture further allows for knowITdigital to work with Monarch to build wealthdigital versions of both courses ...

Strategy Steps sold to knowIT

KERRIE SYDEE  |  THURSDAY, 13 OCT 2016
... regulatory updates and offers tips to help maximise business opportunities in client reviews. Chief executive of knowIT Wayne Wilson said the company had reviewed a number of e-learning and online management systems for financial advisers before deciding ...

COIN migrates onto cloud

STAFF WRITER  |  MONDAY, 31 MAR 2014
... choice is proof that the cloud is an industrial strength delivery model," he said. Rubik managing director Wealth, Wayne Wilson, said cloud technology overcomes inefficiencies that can accumulate when the software is hosted and supported in-house. He ...

Rubik appoints head of sales

LAURA MILLAN  |  FRIDAY, 14 MAR 2014
... managers and will look to deepen Rubik's presence in Queensland and New South Wales. Rubik managing director of wealth Wayne Wilson said the appointments follow a period of intense acquisition activity that has significantly expanded Rubik's offering ...

Rubik partners with Stargate on integration interface

JAMES FERNYHOUGH  |  FRIDAY, 14 FEB 2014
... financial planners using COIN and brokers using Symmetry to push client information to each other's respective platform. Wayne Wilson, Rubik managing director wealth, said: "We are delighted to work with Stargate Technologies to allow greater collaboration ...

COIN updated software focuses on scaled advice

LAURA MILLAN  |  FRIDAY, 11 OCT 2013
... requests with the ability to generate a statement of advice in minutes," Rubik Financial managing director of Wealth Wayne Wilson said. Provisio's optimized advice will cover retirement adequacy, super comparison, transition to retirement, contributions ...
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