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|Search Results||Showing 61 - 70 of 73 results for "Andrew Walsh"|
|... views of FUM, adviser productivity, and client profitability in fully integrated adviser and dealer desktops," said Andrew Walsh, general manager of IRESS Wealth Management.|
|... to mortgage brokers or mortgage specialists for any home loan advice. But IRESS Wealth Management general manager Andrew Walsh noted that advisers these days are already incorporating debt advice within their planning recommendation. Why not take that ...|
|... advice, commission, investment, administration, and stock broking fees which can be integrated into a client's SOA. Andrew Walsh, general manager at IRESS Wealth Management Solutions, said the platform fee disclosure service was developed to allow advisers ...|
|... is core to a practice's efficiency and we are keenly focused on increasing this in as many areas as we can," said Andrew Walsh, general manager at IRESS Wealth Management Solutions. Besides easier access to around 700 reports, many of which are reports ...|
|... use InvestorWeb as the only source for managed funds research. IRESS Wealth Management Solutions' general manager, Andrew Walsh, said in a separate interview that IRESS is looking to a wider choice of researchers on the VisiPlan platform, such as Standard ...|
|... local strengths," said Peter Dunai, IRESS' managing director. IRESS Wealth Management Solutions' general manager, Andrew Walsh, said they plan to move the development of South African-specific products to South Africa over time. One of the benefits of ...|
|... supports such standards in our leading software products Xplan and VisiPlan, and is keen to drive its use," said Andrew Walsh, general manager IRESS Wealth Management Solutions. Michelle Baltazar|
|... on terms which are strongly earnings accretive to IRESS shareholders," said IRESS' managing director, Peter Dunai. Andrew Walsh, general manager of IRESS Wealth Management, added that as they will be retaining VisiPlan staff the deal gives them extra ...|
|... posting a very respectable profit of $2.9 million pre-tax, augmented by the acquisition of PlanTech late in the year." Andrew Walsh, XPLAN general manager, said XPLAN's revenue growth in 2007 would continue to ramp up, underpinned by a strong focus on ...|
|... installation and use, speed, stability and practice management support," said Mark Johnston, director of Investment Trends. Andrew Walsh, XPLAN general manager, said XPLAN's continuous healthy growth has been underpinned by a focus on satisfying the ...|
VanEck has expanded its range of ETFs, announcing two new offerings to join its new Global Clean Energy ETF.
The financial services software company has announced its plans to launch a technological solution to meet the Design and Distribution Obligations (DDO), commencing 5 October 2021.
Capgemini has named a new managing director for Australia and New Zealand, following the recent promotion of Olaf Pietschner.
Victorian-based Ahmed Saad appeared in court after being charged with dishonestly obtaining financial advantage by deception for his role in an illegal retail superannuation scheme.
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