Search Results | Showing 1 - 10 of 47 results for "Roar" |
| | | The return of the Financial Industry Community Aid Program's annual 'RockStar' event was a roaring success, seeing more than $100,000 raised for its charity partners while an Oasis classic saw PIMCO's Scott Delaney crowned the night's ... |
| | | | Thanks to a robust start to the year, economists and investment strategists are feeling more confident that a recession won't take place in the second half, according to a recent survey by Natixis Investment Managers (Natixis IM). The survey, conducted ... |
| | | | According to Oxfam, the richest 1% of Aussies have accumulated 10 times more wealth than the bottom 50% in the past decade. In its latest report, titled Survival of the richest, Oxfam found that Australian billionaire wealth is 61% higher than it was ... |
| | | | ... August 2021 when Shannon Bernasconi left the company, then called WealthO2. Whelan has led the firm through its merger with Roar and NEO and subsequent rebrand. Whelan said he is excited to lead "the most innovative technology offering for advisers and ... |
| | | | ... contributions based on their personal retirement goals." DASH is the result of a recent merger between platform WealthO2, NEO and Roar Software and subsequent rebrand. "These recent changes support our exciting value proposition and future group vision ... |
| | | | ... sales. Previously, Thom held roles as general manager of distribution at Midwinter and head of distribution at YTML Group (ROAR Software). She was also previously head of sales at Ignition Advice, worked at Decimal and held roles with AMP and AXA. Commenting ... |
| | | | After merging with Roar and NEO earlier this year, the platform is now rebranding to DASH Technology Group. The software and platform provider now operates as DASH Technology Group, a name it says reflects the value proposition and future vision of ... |
| | | | ... the broader team will all benefit from their knowledge and expertise." The appointments follow the merger between WealthO2, Roar and NEO in mid-February. |
| | | | Managed accounts platform WealthO2 has merged with financial planning software firm ROAR Software and wealth platform software specialist NEO. Wealth02 chief executive Andrew Whelan said the merger will significantly grow the business. "The coming together ... |
| | | | Financial planning technology firm ROAR Software has launched a Statement of Advice solution that comes with a human avatar. DynamicDocs, launched in partnership with customer engagement video software platform HumanableCX, converts Word-based SOAs ... |
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