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|Search Results||Showing 11 - 20 of 25 results for "Wayne Wilson"|
|... fully integrated version of Revex available to all clients by November 2013," Rubik Managing director of Wealth Wayne Wilson said.|
|... Client Dashboard functionality allows an in-depth view of client information," Rubik managing director of Wealth Wayne Wilson said. "Drilling down into each area allows users to view their clients' essential data, such as key details, key relationships ...|
|... wealth advice segment to Rubik's COIN software. This is a strategic and financially sound acquisition," commented Wayne Wilson, managing director of Rubik Wealth. "Components in Provisio's scaled advice software and the COIN software platform complement ...|
|... Group. "We want to have both a boutique and an institutional base," Rubik Financial managing director of Wealth Wayne Wilson told Financial Standard. The acquisition has made Rubik Financial the sole provider of COIN-based solutions in the market and ...|
|... that Rubik is the sole provider of COIN based solutions in the market," Rubik Financial managing director, wealth Wayne Wilson said. The transition from Macquarie to Rubik is expected to be seamless with Rubik already providing a hosted service to its ...|
|... further acquisitions. There will also be a reorganisation of the group that will see the managing director of wealth Wayne Wilson report directly to the board.|
|... on FoFA readiness, office efficiency and client management whilst delivering an improved user experience," said Wayne Wilson, Rubik managing director - Wealth. "The changes will assist planners in being FoFA ready as efficiently as possible, and include ...|
|Former head of Asgard, Wayne Wilson will join tech and software provider Rubik as managing director - wealth with responsibility for the newly acquired COIN business. The appointment marks Rubik's expansion into the wealth space that culminated in last ...|
|... strategy that will see its Master Trust, Elements and eWrap platforms move under the one administration platform. Wayne Wilson, head of Asgard, said the changes were designed to reflect the changing regulatory environment and prepare financial advisers ...|
|... either interest payment at maturity or monthly. However, only the three month term only pays interest on maturity. Wayne Wilson, head of Asgard and Advance, said the extensive suite was launched after strong demand for cash options. "At the moment people ...|
As COVID-19 exposes entrenched problems in society, the ability to scale social impact investments in Australia holds significant promise to drive progress towards solutions, a new report reveals.
Despite COVID-19 restrictions easing across the country, applications for the Early Release of Super scheme have shown no sign of slowing, according to APRA's weekly data.
Vasco Trustees and ASIC had grave concerns about the financial position of Mayfair 101 for months before receivers were appointed to IPO Wealth, according to court filings.
State Street has relaunched an international equities fund for local investors looking for a climate change and ESG focused portfolio, with a new benchmark.
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