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|Showing 1 - 10 of 10 results for "Tizzy Vigilante"|
|... features Iress' tool on its platforms FirstChoice and FirstWrap. Iress managing director of financial advice Tizzy Vigilante said the automated solution will result in reduced time spent on paper-based administration and data entry for advisers ...|
|... in working with Iress to activate data feeds." Iress managing director of wealth for Australia and New Zealand Tizzy Vigilante said superannuation is often the single largest line item in an investor's portfolio. "Accessing timely member data to ...|
|... proprietary or third-party data. According to IRESS managing director Australia and New Zealand for wealth management Tizzy Vigilante, the oversight function can no longer satisfy its obligations by monitoring advice manually or using a small number ...|
|... welcomed an IRESS executive to its advisory board. The managing director of IRESS' wealth management division, Tizzy Vigilante, has joined the industry body to assist in the positive progression of women in financial services. Over 20 of IRESS' female ...|
|... and back-office (XPLAN), and superannuation platform (Acurity). IRESS managing director for wealth management, Tizzy Vigilante, said: "We know consumers everywhere are increasingly seeking more options in what financial advice they receive and how advice ...|
|... spend on more important matters for their clients." IRESS managing director of wealth management in Australia, Tizzy Vigilante, welcomed the changes as part of a focus on making advice delivery more efficient and enhancing the user experience. "We're ...|
|... their clients, particularly digitally," IRESS managing director of wealth management for Australia and New Zealand Tizzy Vigilante said. "Areas such as scaled and guided advice are also growing and provide further opportunities for use of this content," ...|
|... while maintaining effective oversight of their obligations," IRESS executive general manager of wealth management Tizzy Vigilante said. XPLAN-CommPay integrates within the XPLAN platform, enabling the adviser to combine client revenue data with service ...|
|... possible technology framework to deploy advice and practice management services to its adviser businesses, said Tizzy Vigilante, IRESS general manager, wealth management Australia. "Our continued focus is on making it as easy as possible for advisers ...|
|... managerial and bureaucratic layers which enhances the feedback for client issues and marketplace opportunities," Tizzy Vigilante, IRESS national manager - account executives, said. The Adelaide branch is expected to open this month with Brett Edwards ...|
The funds giant recently launched a new boutique focused on alternative duration, led by Vimal Gor.
Haven Green and 3PD have entered into a back-to-back alliance agreement.
Robeco Australia launched the Robeco Global Developed Sustainable Enhanced Index Equity Fund.
Minority shareholders of Challenger have been given the go-ahead to acquire their additional stake by the prudential regulator.
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