Search Results | Showing 11 - 20 of 39 results for "Wizard" |
| | | ... advisers and their clients," said Freeman. BT has also improved its investor registration forms through the new Registration Wizard and supplementary electronic forms. The Investor Guide is 20 pages long and comes with a CD with additional information ... |
| | | | ... Investors and Australian Unity. It also struck a deal with Yellow Brick Road (YBR), a new wealth management firm headed by Wizard Home Loans founder Mark Bouris. OneVue clients also include a large number of independent advisers who cater for high net ... |
| | | | Fiducian has upgraded its adviser software and the new version has increased planner productivity by as much as 50 per cent, the group claimed. Launched at the recent adviser development day in Sydney, the Fiducian Online Resource Centre (FORCe) now ... |
| | | | Motor financial services group Motor Finance Wizard, famous for its "Motor Finance Wizard said yes!" ads about interest-free loans, withdrew its ads following ASIC concerns they were misleading and provided some clients with "unaffordable credit". In ... |
| | | | Wealth management firm Yellow Brick Road, headed by Wizard Home Loans founder Mark Bouris, plans to make a big mark in the self managed super funds (SMSFs) market by providing "advice on tap", signing a deal with managed account provider OneVue to help ... |
| | | | ... less than three weeks to map out a bid that could secure them a landmark contract from a new planning syndicate led by Wizard founder Mark Bouris and ex-Genesys head Ray Miles - but details of the bid suggest any deal signed paves a new course to the ... |
| | | | ... on financial market's reaction to last Friday's US payrolls report, "we must be over the rainbow!" (Dorothy Gale in the Wizard of Oz). The sun shone, the sky blued and everything became beautiful when reports that the US unemployment rate dropped to ... |
| | | | Yellow Brick Road, the financial planning business developed by Wizard Home Loans founder Mark Bouris, has dumped its acquisition strategy for an organic growth branch model - with the aim to open 150 practices in three years. Bouris said the business' ... |
| | | | ... so cost effective? According to Erbel, the key ingredients are good technology such as an automated system of File note wizard, SOA templates, and CRM within Xplan, along with appropriately trained staff. Another key contributor to the ease of transaction ... |
| | | | Canadian investment management wizard Leo de Bever is stepping down from his role at Victoria Funds Management Corporation (VFMC) to head up one of the largest firms in Canada, Alberta Investment Management Corporation (AIMCo). The AIMCo invests more ... |
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