Financial data company InvestmentLink has announced the appointment of a chief commercial officer.
Owen Joyce has been appointed as the new chief commercial officer of financial data firm InvestmentLink.
Mr Joyce will be tasked with leading initiatives such as CashDeck that are designed to encourage consumers to better use technology to learn how to manage their money.
CashDeck tracks all user accounts such as banks, credit cards, loans and superannuation. It also automatically categorises transactions.
Mr Joyce will responsible for helping white-label the product for planning group.
InvestmentLink chief technology officer Wayne Robinson said CashDeck helps financial advisers engage with prospective clients.
"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," Mr Robinson said.
InvestmentLink has also expanded its sales and marketing team with the appointment of Daniel Henderson as partner relationship manager.
A longer-term rethink of the merits behind the Commonwealth Bank’s demerger of its wealth management business could see it retained under ...
Macquarie Group is well placed for growth in its wealth management, according to Morgan Stanley, which expects the bank’s gross infl...
Westpac has made changes to its wealth management and leadership, with it expecting to save around $73 million. ...