Search Results | Showing 11 - 19 of 19 results for "Shannon Bernasconi" |
| | | ... Schapkaitz, has nabbed the newly created role, and will report directly to co-founder and managing director Shannon Bernasconi. Bernasconi said the appointment comes off the back of unprecedented structural changes within the advice industry. "In each ... |
| | | | ... 15 years at Macquarie in various business development roles. WealthO2 managing director and chief executive Shannon Bernasconi credited Anderson's "track record of success in building loyal and trusting adviser relationships," citing examples of ... |
| | | | ... provider WealthO2 doubled its funds under administration to $200 million in three months. Managing director Shannon Bernasconi said growth was based on referrals only, with specific demand from advisers seeking a better way to manage their FoFA best ... |
| | | | ... Australian deposit-taking institution (term deposits and At Call accounts). According to WealthO2 managing director Shannon Bernasconi, the product is available at a fee comparable to an industry super fund with all monitoring, management and reporting ... |
| | | | ... low-cost alternative to traditional wraps and the unlisted managed funds platform mFund. MA Operator co-founder Shannon Bernasconi said uXchange enables advisers to access local and international managed funds, and it charges transaction-based fees only. ... |
| | | | ... fund balance of $1,066,080, average operating expenses would work out to be $11,300. MA Operator co-founder Shannon Bernasconi said the good news is many of these expenses can be reduced or avoided. "The inefficiencies and additional cost layers imposed ... |
| | | | Former Calastone managing director Shannon Bernasconi has co-founded a new investment platform solution for financial advisers. MA Operator aims to provide advisers with a complete service for managed discretionary accounts (MDAs), a complete solution ... |
| | | | ... Fidelity, UBS, IOOF and, most recently, Dimensional Fund Advisors. Calastone Australia's managing director Shannon Bernasconi said the efficiency of the Australian industry had increased markedly over the two and half years since Calastone automated ... |
| | | | ... mostly transmitted by fax, post and email in lengthy manual processes. Calastone Australia managing director Shannon Bernasconi said that at the moment "each individual holding has to have its year-end income and tax statement accounted for, involving ... |
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