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Showing 1 - 10 of 10 results for "Chris Weldon"

Insignia Financial overhauls operating model, executive team

JAMIE WILLIAMSON  |  THURSDAY, 11 JUL 2024
... executive is appointed. Chief distribution officer and head of superannuation Mark Oliver and chief client officer Chris Weldon will also exit. Hartley acknowledged and thanked Lombardo, Oliver and Weldon for their contributions to the business. Amid ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... strategic initiatives is the client wellbeing division it created last year. Today Insignia confirmed it is to be led by Chris Weldon. He was previously Insignia's chief transformation officer, but will now oversee the professional services advice teams ...

Separation of ANZ P&I business completes

JAMIE WILLIAMSON  |  MONDAY, 24 OCT 2022
... and separation, and to have done so within our planned timelines," Insignia Financial chief transformation officer Chris Weldon said. "Unravelling complexities to achieve a clean separation is no small feat. All of the systems and people supporting the ...

IOOF appoints executive, continues growth push

ELIZA BAVIN  |  THURSDAY, 29 OCT 2020
... Renato Mota has announced the appointment of a chief transformation officer, promoting general manager, ClientFirst Chris Weldon to the role. The position is to assist with the integration of the MLC business after IOOF announced it would be acquiring ...

IOOF launches new adviser portal

KERRIE SYDEE  |  MONDAY, 21 NOV 2016
... financial advice to our IOOF Employer Super members results in better long term outcomes," head of product at IOOF Chris Weldon said. "We've already had very positive feedback from both members and their advisers on the client version of IOOF Online ...

Portfolio rebalancing highlights adviser value

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
... risk management but it also demonstrates the value advisers provide to clients, according to IOOF head of product Chris Weldon. Weldon notes that rebalancing is an important risk management process and while it may not always seem like a popular move ...

IOOF upgrades Pursuit functionality

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2016
... the introduction of auto-rebalancing will make a real difference to advisers' back offices, IOOF head of product Chris Weldon said. "The introduction of automatic re-weighting is a new addition to the raft of recent enhancements made to IOOF Pursuit. ...

IOOF announces group insurance mandate

ALEX BURKE  |  MONDAY, 23 MAY 2016
... with death (and death-plus-TPD) cover and income protection cover. Commenting on the decision, IOOF head of product Chris Weldon said: "We continually strive to provide improvements and competitive products, and this outcome is just one example of our ...

IOOF upgrades online trading platform

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... as a result most advisers don't use all the bells and whistles that are available," IOOF head of platform products Chris Weldon said. "IOOF Pursuit is a very smart, intuitive and powerful system that is also very easy to use."

Star hire strengthens IOOF adviser drive

ALISON BEVEGE  |  WEDNESDAY, 3 AUG 2011
Diversified financial group IOOF has appointed MLC star platform manager Chris Weldon to head its platform products division as it moves to expand its presence in the financial advisory market. Weldon started work yesterday as the new head of platform ...
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