Brad McInnes, co-founder of Tapico, and Samantha Seaton, CEO of Moneyhub Enterprise, shared their thoughts on some of the use cases for Open Finance in the advisory industry during our virtual OBE Open Finance panel. Brad states that the use of Open Finance for advisory services is really all about creating an aggregated view. Brad… Continue reading Open Finance Use Cases in Wealth Management Advisory Services | OBE Campfire
Tag: Management
Tanzania Securities Limited: Securities Brokerage, Wealth Management and Corporate Finance Advisory
Maro Kohi, CEO of Tanzania Securities Limited, gives an overview of the company’s three key business lines: securities brokerage, wealth management, and corporate finance advisory. “We are basically a financial services firm that offers diversified investment services and products. Our focus is financial institutions, corporations, and individuals. We have not started targeting governments or government… Continue reading Tanzania Securities Limited: Securities Brokerage, Wealth Management and Corporate Finance Advisory
Leading Management Consultancy | Financial Advisory | Tax Advisory | IPO Advisory | Business Plan
Insights is a Leading Management Consultancy. Website: Submit Request For Proposal About us: At Insights, we have multi-disciplinary skills to address a range of services that our clients require in dealing with composite matters in the areas of Financial and Risk Advisory, Tax Advisory, Corporate Finance, and Deal Advisory, Real Estate Advisory, Management Consultancy, Customized… Continue reading Leading Management Consultancy | Financial Advisory | Tax Advisory | IPO Advisory | Business Plan
“What does the future of Financial Advisory/Wealth Management fees look like?”
Questions Worth Asking: What does the future of Financial Advisory/Wealth Management fees look like?
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