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Showing 1 - 2 of 2 results for "Craig Saunders"

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... transparency of holdings, trades, cash flows, and tax lots via the Briefcase platform. Desktop Broker group head of sales Craig Saunders said Briefcase's technology is an "excellent" addition to its platform. "Together, we're giving advisers ...

Bell Financial Group welcomes group head of sales

CASSANDRA BALDINI  |  MONDAY, 20 NOV 2023
Bell Financial Group (Bell FG) appointed Craig Saunders to the newly created group head of sales role, effective immediately. According to Bell FG, Saunders will focus on expanding the group's footprint in the intermediary and broking segments of ...
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