Search Results | Showing 1 - 9 of 9 results for "Kelli Willmer" |
| | | ... departure of a long-serving executive. Sam Wall has stepped into the role of acting chief executive, succeeding Kelli Willmer, who has left the company after more than a decade. Wall previously ran the group's superannuation division, where where ... |
| | | | ... advice is delivered, what services are offered, and who can access them," Iress chief executive of wealth in APAC Kelli Willmer said. "With 63% of Australians under 40 being open to digital advice solutions, embracing hybrid models, AI, and chat-based ... |
| | | | ... calculations, strategy modelling, advice generation and the advice review processes. Iress chief executive - wealth APAC Kelli Willmer said the demand for retirement advice will grow as the number of Australians entering retirement is set to increase ... |
| | | | ... mobile solutions that support small businesses to manage their finances. Iress' chief executive of wealth APAC Kelli Willmer welcomed the duo to the firm. "They both have extensive global leadership experience in product engineering and software ... |
| | | | ... contribute to Iress' goal of enabling the delivery of more advice to more people." Iress chief executive, wealth APAC Kelli Willmer said Webb's deep understanding and proven track record across the wealth management landscape and will help steer ... |
| | | | ... implementing basic and complex advice than those who use it less frequently. Iress chief executive, wealth, APAC Kelli Willmer said the report allows advisers to view the bigger picture and recognise areas to improve. "The Advisely Index results demonstrate ... |
| | | | ... for Hostplus and potentially for the broader superannuation industry." Iress executive general manager for wealth Kelli Willmer said SuperSmart was created to support the industry to solve the advice gap, leveraging technology and data to deliver engaging ... |
| | | | ... professional development programs and events to Count's advisers. Iress executive general manager for wealth APAC Kelli Willmer said: "We look forward to continuing to work closely with key customers like Count to evolve our software and service ... |
| | | | ... the wealth business. In the newly created role of chief customer officer for wealth in Australia and New Zealand, Kelli Willmer is responsible for client engagement, account management, business development, client solutions, and product support. Willmer ... |
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