The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 7 of 7 results for "Kevin Liao"|
|... records the time spent reading materials, and allows clients to post questions to their adviser. Roar chief executive Kevin Liao said DynamicDocs is designed to help advisers run more efficient practices, manage compliance obligations and build a scalable ...|
|... application that enables the conversion of Microsoft Excel tools into online web applications. ROAR chief executive Kevin Liao said this allows financial advisers to develop fully functional software applications ready for an SaaS model and remove the ...|
|... Salesforce as a strategic account executive, and iChit as a national sales director. Roar Software chief executive Kevin Liao said the appointments demonstrate the firm's commitment to shaking up the Australian fintech arena. "The appointments add further ...|
|... documents. Some of the providers already involved include SuiteBox, AstuteWheel, Omnium and ChantWest. YTML chief executive Kevin Liao said the Seido App Store goes beyond the traditional app store. "It is designed to not only act as a central location ...|
|... technology platforms to service client needs but are still having to manually enter details across all. YTML chief executive Kevin Liao called on all technology providers to come together, collaborate and solve these operational frustrations. "Collaboration ...|
|... and former Enzumo XPLAN systems technician, Carmen Lee, joins as business solutions consultant. YTML chief executive Kevin Liao said the appointments were necessary given strong demand for YTML products and services, in particular an increase in confidence ...|
|... outdated website and the implications it could have on their firm, according to YTML co-founder and chief executive Kevin Liao. Speaking with Financial Standard, Liao said there has been a shift in the understanding of the role of the website in the ...|
| | |
The September financial adviser exam pass rate was stable at 60% but continues to fall below the overall pass rate of 88.5%.
| | |
The House of Representatives Standing Committee on Tax and Revenue has released a report aimed at overhauling Australia's corporate bond market.
| | |
Future Fund's latest portfolio update shows the sovereign wealth fund is just shy of hitting $200 billion.
| | |
Share trading platform Superhero will take the $40 million it has raised this year to expand into New Zealand by mid-2022.
|Brought to you by|