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|Showing 1 - 10 of 15 results for "Daniel Gara"|
|... head of financial planning solutions, after it acquired AdviserLogic. Founder and chief executive of AdviserLogic Daniel Gara departed Morningstar in June following his company's acquisition. Now, Ivan Gower has joined Morningstar to lead its financial ...|
|The former chief executive of AdviserLogic has stepped down following the integration into Morningstar. Daniel Gara is leaving his role as director of product management, financial planning at Morningstar having joined in 2019 at the time of the Morningstar ...|
|... able to efficiently deliver advice is more important than ever before." Morningstar director of product management Daniel Gara said the new module will help save clients' time, and therefore money. "Our key goal for 2020 is to reduce the cost for ...|
|... end. AdviserLogic co-founder Gundeep Sidhu will leave the company. The other co-founder and current chief executive Daniel Gara will stay and lead the product development and go-to-market efforts for AdviserLogic. In all, over 80 AdviserLogic staff across ...|
|... corporate authorised representatives, software providers and AFSL holders to prosper." AdviserLogic chief executive Daniel Gara said the additional data now available through Simple fund 360 for DataLogic would be welcomed by the firm's adviser clients. ...|
|... can only enhance conversations surrounding client suitability," AdviserLogic Group co-founder and chief executive Daniel Gara said. The risk report will allow investors to see how they have answered questions differently from other people, enabling financial ...|
|... particularly, where the advice market is heading in the next few years will be invaluable," AdviserLogic executive director Daniel Gara said. "For a rapidly growing player such as AdviserLogic, this is a very significant appointment that will assist ...|
|... client records and complete insurance documentation anywhere and at anytime, creating flexibility and time savings. Daniel Gara, head of product development at AdviserLogic added: "Cloud-based adviser software systems are perfect for seamless data transfer ...|
|... and chief information officer at Solution 6. Commenting on the appointment, AdviserLogic head of product development Daniel Gara said: "We're honoured that a person of David's calibre has agreed to take on this very important role as we systematically ...|
|... updates will be implemented over the coming months. Explaining the update, AdviserLogic head of product development Daniel Gara said, "We are always conscious of changing adviser needs and are very sensitive to their feedback. "AdviserLogic 2.0 therefore ...|
AMP today announces the appointment of Felicia Trewin as its new chief technology officer and member of the group executive committee.
State Street Global Advisors will roll out enhancements to four of its SPDR ETFs and, in the process, give Australian investors access to an ESG-focused global real estate ETF and reduced carbon emissions emerging markets ETF for the first time.
New Morningstar research recommends retirees should drop the 4% withdrawal rate to 3.3% for a balanced portfolio.
The former chief claims officer at Zurich Financial Services has moved to ClearView Wealth in a newly created role.
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