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Showing 1 - 10 of 11 results for "Ian Dunbar"

IRESS partners for client engagement

JAMIE WILLIAMSON  |  WEDNESDAY, 18 OCT 2017
... integration of SuiteBox with XPLAN increases adviser's options around client engagement. Similarly, SuiteBox chief executive Ian Dunbar said he is excited to be working with IRESS, a company which shares SuiteBox's vision for advice delivery. "Busy professionals ...

Centrepoint to deliver efficiency via tech

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
... tools and solutions they need to provide the best value and best outcomes for their clients." SuiteBox chief executive Ian Dunbar said the digital workspace eliminates the need for travel thereby creating significant time-saving and cost efficiencies. ...

Pathway offers virtual workspace for advisers

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
... Office, enhancing the way clients and advisers communicate and work together," Boston said. Suitebox chief executive Ian Dunbar said: "Pathway is setting the example around digital efficiencies for advisers and is an ideal partner as they are already ...

Zurich vet joins SuiteBox

ALEX BURKE  |  MONDAY, 26 SEP 2016
... institutions who want to equip their adviser force with leading client engagement technology." SuiteBox chief executive Ian Dunbar added: "I'm delighted to have Andy joining the SuiteBox team and heading up our sales efforts in Asia Pacific. "Andy's ...

New chair and director for SuiteBox

KERRIE SYDEE  |  THURSDAY, 2 JUN 2016
... QBE's Corporate and Specialist Risks Division NZ. Commenting on the appointments, SuiteBox chief executive officer Ian Dunbar said: "With our planned geographical expansion and user-growth plans, SuiteBox management and founders believe that an experienced ...

Opt-In headache given mobile relief

KERRIE SYDEE  |  TUESDAY, 17 MAY 2016
... job and what we as a software provider can do to create efficiency for them." Chief executive officer of SuiteBox, Ian Dunbar added: "the combination of Midwinter's advice software with SuiteBox sets a new benchmark for efficiency, compliance and client ...

Australian fintech network established

DARREN SNYDER  |  THURSDAY, 16 JUL 2015
... Afiniation is aiming to accelerate and facilitate this kind of growth. Speaking at the launch, Afiniation director Ian Dunbar said part of the networking opportunities would include the Afiniation Nucleus - an online portal connecting fintech investors ...

SMSF the next frontier for robo advice

DARREN SNYDER  |  TUESDAY, 7 APR 2015
... fees, more flexibility, and a better customer experience than traditional advice models. FinDigital managing director, Ian Dunbar, said robo advice providers globally were gradually taking market share away from existing wealth management firms but they ...

UBS Platform appoints head of Strategy and Distribution

LAURA MILLAN  |  WEDNESDAY, 5 JUN 2013
... Strategy and Distribution at UBS. He will be based in Melbourne and he will report to UBS head of Investment Platforms Ian Dunbar. Souter will be responsible for developing UBS's superannuation fund offering and implementing a growth strategy by expanding ...

UBS and ME Bank launch high interest cash account

LAURA MILLAN  |  WEDNESDAY, 13 FEB 2013
... option at a 3.4% interest rate. Industry superannuation funds Telstra and Hostplus will also join the UBS platform, Ian Dunbar told Financial Standard. The high interest account allows superannuation members to remain in the fund while investing in term ...
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