Search Results | Showing 1 - 10 of 17 results for "Andrew Woo" |
| | | ... outcomes within our Australian equities product range," he added. Elsewhere, Australian Retirement Trust has promoted Andrew Woo to associate portfolio manager for defensive and liquid assets and portfolio intelligence. The fixed income and currency ... |
| | | | IG Prime, the institutional branch of the trading platform, has appointed Andrew Wood as its institutional sales manager. Wood most recently served for seven years as the head of institutional sales APAC at CMC Markets, based in Sydney. He developed ... |
| | | | Financial advice group FYG Planners has joined forces with Asendium to provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to ... |
| | | | The South African property giant has announced a 50/50 joint-venture with Irongate Australia, leading to a buyout of the latter's funds management operations from Charter Hall. The agreement includes the Irongate Australia Fund Management team ... |
| | | | FYG Planners has launched a new software that helps its financial advisers better manage client relationships. WealthEye CRM, the new customer relationship management solution built on the Dynamics 365 platform, helps financial advisers streamline the ... |
| | | | Boutique financial advice group FYG Planners has rolled out a new platform to improve the advice delivery process and increase client engagement. FYG Planners partnered with LivePreso to launch WealthEye, an advice delivery portal. LivePreso's platform ... |
| | | | Tasmania-based FYG Planners has added a Victorian financial advice firm to its stable. Based in Chadstone, Prosperity Planners now operates under licensee FYG. Christopher Bailey, co-founder and financial planner, set up Prosperity in May and prior ... |
| | | | A privately owned dealer group home to more than 70 financial advisers has partnered with Iress to provide a streamlined compliance solution. FYG has adopted Iress' data analytics solution, Lumen. The Lumen software scans for risks such as non-compliance ... |
| | | | A former MLC-licensed financial advice firm has left the dealer group following the IOOF takeover to join FYG Planners Group. Queensland-based Designing Financial Solutions (DFS), led by principal and financial planner Kevin Redfearn, is now operating ... |
| | | | CMC Markets has launched a new derivatives platform to provide access to thousands of single stock CFDs in Australia, the US, Europe and Asia. CMC said the platform has been developed to allow seamless integration with existing systems, including an ... |
|