Open – myfinanceadvisory

Master Board Open Session August

Open Finance Use Cases in Wealth Management Advisory Services | OBE Campfire

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

FAC – Finance Advisory Committee Meeting – May 14, 2020 Open

Agenda HTML: Agenda PDF: OPENING OF COMMITTEE MEETING APPROVAL OF AGENDA Introduction of Late Items ADOPTION OF MINUTES Minutes of the March 19, 2020 Finance Advisory Committee Meeting PUBLIC COMMENTS ACTION ITEMS Review of Action Items from Previous Meetings (see minutes) BUSINESS ARISING FROM THE MINUTES On-Island Composting Feasibility Study (Carla Skuce, Parks and Environment… Continue reading FAC – Finance Advisory Committee Meeting – May 14, 2020 Open