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Showing 1 - 10 of 15 results for %22Daniel Gara%22

Morningstar hires advice lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... head of financial planning solutions, after it acquired AdviserLogic. Founder and chief executive of AdviserLogic Daniel Gara departed Morningstar in June following his company's acquisition. Now, Ivan Gower has joined Morningstar to lead its financial ...

AdviserLogic executive departs Morningstar

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
The former chief executive of AdviserLogic has stepped down following the integration into Morningstar. Daniel Gara is leaving his role as director of product management, financial planning at Morningstar having joined in 2019 at the time of the Morningstar ...

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
... able to efficiently deliver advice is more important than ever before." Morningstar director of product management Daniel Gara said the new module will help save clients' time, and therefore money. "Our key goal for 2020 is to reduce the cost for ...

Morningstar bets on advice software

KANIKA SOOD  |  MONDAY, 4 NOV 2019
... end. AdviserLogic co-founder Gundeep Sidhu will leave the company. The other co-founder and current chief executive Daniel Gara will stay and lead the product development and go-to-market efforts for AdviserLogic. In all, over 80 AdviserLogic staff across ...

Simple Fund 360 picks up AdviserLogic

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
... corporate authorised representatives, software providers and AFSL holders to prosper." AdviserLogic chief executive Daniel Gara said the additional data now available through Simple fund 360 for DataLogic would be welcomed by the firm's adviser clients. ...

AdviserLogic signs with global risk profiling giant

KANIKA SOOD  |  FRIDAY, 9 MAR 2018
... can only enhance conversations surrounding client suitability," AdviserLogic Group co-founder and chief executive Daniel Gara said. The risk report will allow investors to see how they have answered questions differently from other people, enabling financial ...

AdviserLogic appoints director for hybrid role

KERRIE SYDEE  |  TUESDAY, 11 OCT 2016
... particularly, where the advice market is heading in the next few years will be invaluable," AdviserLogic executive director Daniel Gara said. "For a rapidly growing player such as AdviserLogic, this is a very significant appointment that will assist ...

AIA and AdviserLogic partnership to benefit advisers

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
... client records and complete insurance documentation anywhere and at anytime, creating flexibility and time savings. Daniel Gara, head of product development at AdviserLogic added: "Cloud-based adviser software systems are perfect for seamless data transfer ...

AdviserLogic appoints former Countplus director

ALEX BURKE  |  FRIDAY, 3 JUN 2016
... and chief information officer at Solution 6. Commenting on the appointment, AdviserLogic head of product development Daniel Gara said: "We're honoured that a person of David's calibre has agreed to take on this very important role as we systematically ...

AdviserLogic launches updated platform

ALEX BURKE  |  FRIDAY, 5 FEB 2016
... updates will be implemented over the coming months. Explaining the update, AdviserLogic head of product development Daniel Gara said, "We are always conscious of changing adviser needs and are very sensitive to their feedback. "AdviserLogic 2.0 therefore ...
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