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Showing 11 - 20 of 46 results for "Strategic Alliances"

Cardena Private Wealth names managing director

KARREN VERGARA  |  WEDNESDAY, 13 FEB 2019
... and exemplary service to our clients." He added that Cardena will be on the lookout for opportunities and strategic alliances what will benefit clients. Last year, Cardena partnered with brokerage firm Thyme Financial Group. Sydney-based Cardena Private ...

Freedom ditches life insurance sales

KARREN VERGARA  |  THURSDAY, 6 DEC 2018
... culling its workforce from more than 200 to just 90. Orton exited in October and former TAL general manger of strategic alliances Sean Williamson took over as chief executive. Pauline Vamos, who recently became chair of the ASX-listed firm, said her ...

Class enhances XPLAN integration

KARREN VERGARA  |  THURSDAY, 22 NOV 2018
... access up-to-date fund and member information, including balances and contribution caps. Class director of strategic alliances Glenn Poynton said: "We're pleased to have developed this latest integration with XPLAN, which is set to be a game changer ...

Vamos joins embattled insurer

JAMIE WILLIAMSON  |  MONDAY, 12 NOV 2018
... named its new chief executive following the resignation of Craig Orton last month. Former TAL general manager, strategic alliances Sean Williamson has been appointed to the role. Williamson has 25 years' experience in life insurance, having spent ...

AFA appoints general manager

JAMIE WILLIAMSON  |  WEDNESDAY, 10 OCT 2018
The Association of Financial Advisers appointed a new general manager for strategic alliances. David Plant will now be responsible for building mutually beneficial alliances across the spectrum of financial advice. He has worked in the industry for ...

Open APIs old news: Midwinter

HARRISON WORLEY  |  TUESDAY, 18 SEP 2018
... the end of the day, should be the focus of the future within financial planning technology," he said. Class strategic alliances director Glenn Poynton said supporting advisers was a key component of Class' roadmap. "This latest development is a great ...

Asset manager gives ESG data to BNY subsidiary

HARRISON WORLEY  |  TUESDAY, 11 SEP 2018
... industry specific assessment of a companies' performance against financially material criteria. Eagle head of strategic alliances Joel Kornblum said the firm's clients were looking for ways to incorporate ESG factors and filters to meet investor demand ...

Foreign owners take over life insurance: KPMG

KARREN VERGARA  |  TUESDAY, 21 AUG 2018
... improved performance of the bancassurance channel on the back of recent landmark third party bank-insurer strategic alliances." Over the last five years, the proportion of life insurance written inside superannuation has increased - this trend may reverse ...

Asset managers gearing for growth in 2018

KARREN VERGARA  |  MONDAY, 19 MAR 2018
... (43%) warned of increased mergers and acquisitions in 2018, while many (48%) will also expand capabilities via strategic alliances or joint ventures. Whether it's through mergers and acquisitions, joint ventures or straightforward expansion, chief executives ...

MBS Insurance welcomes two partners

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2017
... October 2015. The new partners have also been assigned to manage and deliver specialist risk advice in MBS's strategic alliances with Pitcher Partners and Prime Advisory. Mason and Burden said they are confident the new partners will play a crucial role ...