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|Showing 1 - 6 of 6 results for "CCUBE"|
|... and their clients." Gower was previously head of product at Midwinter. Prior to that, he was general manager - product at CCUBE Integrated Wealth. "In these changing times, advisers need someone in their corner that they know will be around in two, five ...|
|... year. Prior to Midwinter, he was as director of adviser services at Milliman, general manager of sales and marketing at CCUBE Integrated Wealth and head of adviser services at Morningstar. Whelan reports to WealthO2 chief executive Shannon Bernasconi. ...|
|... capabilities as we grow." Yates previously worked as the general manager of technology at financial planning software provider CCUBE Integrated Wealth. He also spent eight years with financial software provider Iress, where he was responsible for the ...|
|... the country's financial advisers. TradeFloor has acquired online stockbroker OpenMarkets as well as the technology behind CCUBE's wealth management solutions, following CCUBE's voluntary administration in the midst of the COVID-19 crisis. TradeFloor ...|
|... XPLAN, the majority of financial planners use COIN, AdviceOS, or AdviserLogic as their main advice delivery applications. CCUBE Integrated Wealth, Advice Intelligence, and Plutosoft are recent additions to the market. Advice Intelligence and Milliman ...|
|... from 2012 to 2016 and was most recently general manager of sales and marketing for financial planning software provider CCUBE Integrated Wealth. Milliman Australia principal Wade Matterson said the firm is delighted to have Whelan joining in the new ...|
The $67 billion super fund for the building and construction industries will launch new investment options as it remains focussed on growing to $150 billion.
PineBridge Investments appointed a head of wealth management for the Asia region in a newly created role.
Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in.
Pendal Group has endured a disappointing quarter, with $5 billion in outflows from UK institutional clients.
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