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|Showing 1 - 6 of 6 results for "Andrew Whelan"|
|... platform has appointed a distribution lead in a newly created role as it ramps up its offering to financial advisers. Andrew Whelan has joined WealthO2 as chief distribution officer. Whelan came from Bravura subsidiary Midwinter where he led the sales ...|
|... appointments are across its sales, marketing and customer service functions of the cloud-based software business. Andrew Whelan was appointed as the new head of distribution to lead the sales and marketing team, at the end of last year. Whelan joins ...|
|A former head of adviser solutions at Morningstar Australasia is taking on a newly created role at Milliman. Andrew Whelan has been appointed as director, adviser services at the actuarial firm. He will be responsible for spearheading the development ...|
|Pure play robo advice will not stand that test of time, according to Morningstar's head of adviser solutions, Andrew Whelan. Speaking at the 2016 Morningstar Investment Conference in Sydney, Whelan argued that the cost of client acquisition would be ...|
|... from its own internal offering and use the services of Outplan. Commenting on the move, Outplan executive director Andrew Whelan said that changes within the financial planning industry have meant that outsourcing areas of the advice process has become ...|
|... independent outsourced paraplanning solutions to adviser practices and Macquarie Adviser Services. Outplan was formed by Andrew Whelan and Michael Blanchflower two years ago and aims to match their paraplanning solutions to the individual needs of the ...|
AustralianSuper wants to triple its investment in private credit to $15 billion in next three years, as it announces a new head for the asset class.
The Association of Financial Advisers fears that ASIC's FY21 industry levy will blow out even more than its estimates.
Willis Towers Watson appointed a new lead for its investments team in Australia as the incumbent moves to client consulting.
Property developer ID_Land announced it is getting into private funds management, targeting Australia's high-net-worths.
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