Search ResultsShowing 1 - 9 of 9 results for "Salvador Saiz"
Midwinter acquires InvestmentLink
ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... deal, Midwinter has announced new leadership roles. Julian Plummer will become managing director of InvestmentLink. Salvador Saiz will maintain key relationships with platforms and data feed clients as head of institutional growth. Midwinter says that ...
Industry fund finds new advice tech partner
JAMIE WILLIAMSON  |  THURSDAY, 6 DEC 2018
... in business like being in front of members and clients," Southwood said. Midwinter head of institutional growth Salvador Saiz said he is delighted with the new partnership. "Midwinter has worked closely with the BUSSQ and Skylight team to ensure that ...
Midwinter makes strategic appointment
KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
... institutional growth as part of the company's aim to pursue partnerships in the superannuation and institutional space. Salvador Saiz joined Midwinter as a SME and superannuation fund growth consultant. Saiz has more than 20 years' experience in the ...
FEATURE: Managing SMSF growth
LAURA MILLAN  |  FRIDAY, 9 MAY 2014
... so for the most part, returns are driven by these two asset classes," CoreData head of advice, wealth and super Salvador Saiz explains. But why is it so difficult to interest SMSFs in other types of investment such as fixed interest, international equities ...
Advisers risk losing clients, fail to target new ones
LAURA MILLAN  |  TUESDAY, 10 DEC 2013
... to demonstrate expert advice on investment strategy, super and tax," CoreData head of Advice, Wealth and Super Salvador Saiz said. "Most advisers already possess these abilities; all they need to do is get the message out there." The quantitative and ...
International shares pose barriers to entry
MARK SMITH  |  THURSDAY, 5 DEC 2013
... overseas markets while 17.2% said they didn't know what to invest in. CoreData head of Advice, Wealth and Super Salvador Saiz added that many investors are likely to say they gain their international equities exposure through Australian stocks with global ...
Direct investment growth changes landscape
MARK SMITH  |  FRIDAY, 25 OCT 2013
... July and the 14 August, 2013, completed by a total of 1,139 respondents. CoreData head of advice, wealth and super Salvador Saiz said the growth is being fed by a burgeoning segment of the market with improving financial literacy and desire to take control ...
Direct investment option key to retain fund members
LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
... set up or join an SMSF would likely use a DIO option if available," CoreData head of Advice, Wealth and Super, Salvador Saiz, said. "In the battle to combat the leakage to SMSFs, the study does indicate that DIOs could be key, with more than half of ...
Smartphone apps could increase super engagement
JAMES FERNYHOUGH  |  TUESDAY, 21 MAY 2013
... want it to be relevant and be tailored to them and their life stage," CoreData's head of advice, wealth and super Salvador Saiz said. The survey also found that, while voluntary contributions are rising, more than two thirds of members still do not top ...
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