Search Results | Showing 41 - 50 of 69 results for "Marshall" |
| | | ... (Beddoes Institute), Graham Peatey (Practice Management Consultant), Peter Sobels (Riskinfo), and Kristine Brooks and Andy Marshall from Zurich. Advisers and practices may nominate themselves, or can be nominated by any industry participant. The judging ... |
| | | | ... app which will now offer users new screens in a bid to provide a more engaging and interactive client experience. Andy Marshall, head of sales strategies for Zurich's Life and Investments business, said the upgrade to the Adviser Flipchart app is a 'game-changer' ... |
| | | | ... Tria Partners: The Way you Make me Feel by Michael Jackson Raymond Tay, Challenger: Let's Dance by David Bowie Sandra Marshall, KPMG: Call Me by Blondie This year's RockStar attracted the highest number of sponsors and participants. But Marnie McLaren ... |
| | | | ... advances, security risk will become an increasing discussion at the board level. KPMG global head of cyber security Malcolm Marshall said collectively the financial services industry sleepwalked in to a position of vulnerability when it came to cyber. ... |
| | | | In light of growing popularity among advisers, research houses have reviewed multi-asset strategies and awarded them high ratings, but warned that they are most at risk of "return disappointment." Morningstar's latest Sector Wrap-Up for multi-asset ... |
| | | | ... sum insured prior to the first meeting could be a game-changer," said Zurich head of sales strategy and research Andy Marshall. "The new tool not only increases client engagement from the very beginning of the advice journey, it also maximises efficiency ... |
| | | | ... Rebecca Shells, practice management consultant Graham Peatey, Riskinfo's Peter Sobels and Zurich's Kristine Brooks and Andy Marshall. Nominations opened in June; at the time, Zurich's general manager of retail life and investments Philip Kewin said the ... |
| | | | ... Rebecca Shells, practice management consultant Graham Peatey, Riskinfo's Peter Sobels and Zurich's Kristine Brooks and Andy Marshall. Advisers are able to nominate themselves or be nominated by "any industry participant," according to the AFA's statement. ... |
| | | | ... story in FS Advice. Previous Smileys recipients have also been profiled including James Sutherland, Naomi Rosenthal, and Marshall Brentnall. The Scholarship and other awards were conducted after a social media roundtable session featuring the 'Digital ... |
| | | | ... reporting services to State Street's wealth adviser clients who have increasingly complex global investments," Taylor added. Marshall Stephen, chief executive officer of FNZ Asia Pacific, said: "The combination of our technology with State Street's strong ... |
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