Rubik to focus on boutique financial planningBY LAURA MILLAN | MONDAY, 3 JUN 2013 12:25PMFinancial technology provider Rubik Financial will focus on the boutique financial planning space, following the acquisition of Visor Desktop financial planning software from Macquarie Banking and Financial Services Group.
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T. Rowe Price appoints local operations chief
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The chair of Sequoia Financial Group, John Larsen, has resigned from the position and his replacement has been appointed.
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