Financial data source InvestmentLink has announced it appointed a new chief commercial officer as the company looks to develop more tools for financial advisers.
In a statement yesterday, InvestmentLink named Owen Joyce as its new chief commercial officer. Mr Joyce has experience in the training and education sector, and will help InvestmentLink develop CashDeck and other initiatives designed to encourage individuals to better use technology to learn how to manage their money.
“CashDeck is designed to help planners engage with their client and prospective clients. Central to this is giving individuals, and their advisers, a real-time understanding of their financial position,” said InvestmentLink chief technology officer Wayne Robinson.
“We see education as key to improving this relationship, and Owen’s experience developing educational programs will add to the strength of the existing team.”
In addition to Mr Joyce’s appointment, InvestmentLink has expanded its sales and marketing team with the appointment of Daniel Henderson as partner relationship manager.
Mr Henderson joins sales manager Kevin Naing in educating partners in understanding the significant capability the CashDeck platform can bring to their business.
The SMSF Association is the latest body to push for the inclusion of managed investment schemes in the CSLR; however, ...
While the rules around the tax deductibility of advice fees were technically updated in December 2023, the profession ...
Financial adviser at Complete Wealth, Dr Ben Neilson, explains how advisers have improved their perceived value over the ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin