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Showing 1 - 5 of 5 results for %22CCUBE Integrated Wealth%22

Morningstar hires advice lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... Gower was previously head of product at Midwinter. Prior to that, he was general manager - product at CCUBE Integrated Wealth. "In these changing times, advisers need someone in their corner that they know will be around in two, five, ten years' time," ...

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
... Midwinter, he was as director of adviser services at Milliman, general manager of sales and marketing at CCUBE Integrated Wealth and head of adviser services at Morningstar. Whelan reports to WealthO2 chief executive Shannon Bernasconi. Bernasconi said ...

Class bolsters tech team

ALLY SELBY  |  TUESDAY, 4 AUG 2020
... grow." Yates previously worked as the general manager of technology at financial planning software provider CCUBE Integrated Wealth. He also spent eight years with financial software provider Iress, where he was responsible for the development, deliver ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
... of financial planners use COIN, AdviceOS, or AdviserLogic as their main advice delivery applications. CCUBE Integrated Wealth, Advice Intelligence, and Plutosoft are recent additions to the market. Advice Intelligence and Milliman were awarded the Planning ...

Milliman hires for greater adviser exposure

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... and was most recently general manager of sales and marketing for financial planning software provider CCUBE Integrated Wealth. Milliman Australia principal Wade Matterson said the firm is delighted to have Whelan joining in the new role. "Andrew's understanding ...
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