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Showing 1 - 7 of 7 results for "Todd Kardash"

ClearView adds advice growth role

ANNABELLE DICKSON  |  THURSDAY, 15 APR 2021
... Planning Solutions and LaVista Licensee Solutions. He will report to ClearView general manager, licensee services, Todd Kardash. Kardash said the appointment reflects the company's commitment to building a scalable financial advice business. "We are ...

ClearView launches new business, reshuffles executive team

KARREN VERGARA  |  MONDAY, 19 NOV 2018
... solutions. Since March 2013, Seale has been the head of advice for ClearView/Matrix. General manager of group licensee Todd Kardash said LaVista's aim is not to tell advisers how to run their business, but to help them meet their legal obligations so ...

IRESS strikes advice platform partnership

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... to meet a range of client needs and save significant time. ClearView chief executive of Matrix Planning Solutions, Todd Kardash, said: "Advisers increasingly rely on technology and we have worked very closely with IRESS to ensure our advice platform ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... and lay a solid foundation for ongoing growth and success," ClearView Financial Advice and Matrix chief executive Todd Kardash said. One such way is through resources like the 'The answer is strategic advice' paper, offering advice from early adopters ...

ClearView names CEO and exec team

JAMES FERNYHOUGH  |  MONDAY, 3 NOV 2014
ClearView Wealth Limited has appointed Todd Kardash as chief executive of the combined dealer group, following the merger with Matrix Planning Solutions. Kardash has led both the dealer group and distribution businesses of ClearView since January 2013. ...

Better insurance tech from IRESS

COMPANY RELEASE  |  THURSDAY, 16 JUL 2009
... re-confirm the premium presented to their client - and this is hardly efficient, or practical for advisers," said Todd Kardash, head of adviser distribution at CommInsure. "Whilst integration between investment managers and the adviser desktop is considered ...

CommInsure appoints new head of adviser distribution

HAMISH MADDEN  |  WEDNESDAY, 6 SEP 2006
CommInsure has filled the newly created role of head of adviser distribution with an internal promotion. Todd Kardash, national sales manager with CommInsure since 2005, has been promoted to the role of head of adviser distribution. Kardash will take ...
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