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|Showing 1 - 10 of 14 results for "Andy Marshall"|
|... self-licensed AFSLs are focused on managing compliance requirements rigorously, IOOF Alliances national manager Andy Marshall said. "Having access to a technology solution provides our members with enormous robustness and certainty for their compliance ...|
|... articulated their best-of-breed solutions is of enormous benefit to our member firms" IOOF Alliances national manager Andy Marshall said. "Self-licensed businesses may be fiercely independent, but they all strive for above-average client engagement scores ...|
|... national manager of IOOF's Alliances business. Most recently the regional sales manager Asia Pacific for SuiteBox, Andy Marshall is now tasked with leading and growing the IOOF Alliances offering, ensuring it continues to evolve with the needs of advice ...|
|... technological and digital capabilities with the help and input of our adviser network." SuiteBox Asia Pacific head of sales Andy Marshall said the partnership pointed to a global trend of wealth management firms embracing efficient digitised services ...|
|... strategies life and investments has taken up a new role at subscription-based mobile office software provider SuiteBox. Andy Marshall, who worked with Zurich - initially as a regional sales manager - from 2012 to September 2016, has been appointed regional ...|
|... Australian regional manager David Rees. As a result of the changes, Zurich's national sales and strategic manager Andy Marshall has left Zurich. Head of distribution for Zurich's life and investments business, Kristine Brooks said the establishment of ...|
|... (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' ...|
|... 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 ...|
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Life insurers will take on more risks and shun safe-haven assets in a bid to bump up returns in 2022.
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AMP has appointed a new head of portfolio management for its troubled multi-asset group (MAG), hiring from Pendal.
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A new study shows close to 80% of institutional investors and wealth managers are now looking favourably upon cryptocurrencies, citing strong capital growth and diversification benefits.
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American Century has launched a global small-cap fund targeting Australian wholesale investors.
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