Search Results | Showing 1 - 10 of 12 results for "David Stephen" |
| | ... values-driven advice. Lambert Group is the ideal fit, culturally and strategically," Invest Blue managing director David Stephen said. "Ron and his team bring an incredible 50+ years of expertise and a shared understanding of what makes a business successful ... |
| | | ... regulatory changes aimed at making advice more affordable and accessible." Further, Invest Blue managing director David Stephen said the merger aids the group's goal to become the trusted home of great advice to over 60,000 clients in every major ... |
| | | ... develop a digital platform to boost client engagement. Under the strategic partnership, Invest Blue managing director David Stephen will be added to the Lumiant board as the advice firm plays a "key role" in developing the cloud-based platform. "Our ... |
| | | ... progress toward their life and financial goals in real-time and on the go," he said. Invest Blue managing director David Stephen explained the firm was considering developing its own in-house client engagement tool. "When we discovered Lumiant's ... |
| | | MLC Life Insurance has appointed David Stephen as an independent non-executive director on its MLC Limited board. Stephen will also serve as chair of the board risk committee, replacing Andy Cornish who after seven years is retiring. With over 35 years ... |
| | | ... focus is on helping more advisory businesses and extending VBP's market position." Invest Blue chief executive David Stephen said the group was continuously on the lookout for profitable, growing businesses. "As one of VBP's largest, longest-standing ... |
| | | ... group executive - financial crime, compliance and conduct will be combined. This move has seen chief risk officer David Stephen decide to leave Westpac along with Les Vance who held the position of group executive - financial crime, compliance, and conduct. ... |
| | | ... provided excellent options and experience at a more competitive cost for their clients. Invest Blue chief executive David Stephen endorsed BT's ongoing implementation of the managed account solution, highlighting how BT worked with the Invest Blue team ... |
| | | ... effective portfolios, constructed and managed by a leading investment manager." Invest Blue's managing director David Stephen said: "The new portfolios strengthen Invest Blue's value proposition, providing clients with access to bespoke, high-quality ... |
| | | ... to increasing focus on financial crime, compliance and conduct, and will allow the bank's chief risk officer, David Stephen, to focus on financial risk management in the face of the COVID-19 pandemic. It comes as Westpac filed its defence in the ... |
|