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Apex's Tricia Rothschild resigns after 1 year

Apex's Tricia Rothschild resigns after 1 year
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

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Tricia Rothschild Departs Apex Ahead Of Firm's Public Listing

Tricia Rothschild Departs Apex Ahead Of Firm's Public Listing
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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ON THE MOVE: Credit Suisse Hires Joanne Hannaford; Apex Adds Andy Lientz

Traders Magazine
Credit Suisse Group has appointed
Joanne Hannaford as Chief Technology & Operations Officer and a member of the Executive Board of Credit Suisse Group, effective January 1, 2022. Hannaford joins from Goldman Sachs, bringing deep technical expertise, creativity and strong leadership acquired in a global setting over the past three decades. She will be based in Zürich and report directly to the Group CEO, Thomas Gottstein. James Walker, the current Chief Operating Officer, will continue in his role until the end of the year. As of January 1, 2022, Walker will become the deputy CEO of Credit Suisse Holdings (USA) and be based in USA for family reasons. ....

United States , France General , Hong Kong , City Of , United Kingdom , Noord Holland , James Walker , Abbie Llewellyn , Noelle Guo , Randy Lientz , Rhys Petheram , Erin Leonard , Laura Conigliaro , Tricia Rothschild , Thomas Gottstein , Maiken Anderberg , Covington Burling , Nicolas Moreau , Jon Wallace , William Brennan , Kara Murphy , Bnpp Am Executive Committee , Broadridge Financial Solutions , Credit Suisse Holdings United States , Broadridge Foundation Board , Credit Suisse Group ,

FTRC rolls out adviser software information hub

FTRC rolls out adviser software information hub
By
Jean-Baptiste Andrieux
26
FTRC is launching a new information hub on its website AdviserSoftware.com.
It will provide financial advisers, wealth managers and mortgage brokers with information on technology.
The technical service provides analysis on the software available to advisers alongside insights into functionality comparison between systems.
It also gives information about the value that different technologies can add.
The site will roll out 18 specialist areas over the coming months, with six of them available as of today.
They include: wealth practice management systems, mortgage practice management systems, client portals, personal financial management, risk profiling, financial planning, cash flow modelling and retirement planners. ....

Ian Mckenna , Tricia Rothschild , Jon Dear , ஈயந் மகெந , ட்ரிஷியா ரோத்ஸ்‌சைல்ட் , ஜான் அன்பே ,

FTRC launches adviser tech information hub

FTRC has launched an information hub to provide financial advisers with information about technology for their business. ....

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