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All Articles tagged with 'Sam El Shammaa'

You are in   Posts tagged 'Sam El Shammaa'

Licensee signs ROAR Software to tailor adviser toolkit

From Roar Software

ROAR Software has signed privately-owned licensee Finchley & Kent to its technology platform, providing its network of advisers with access to open architecture, choice and flexibility, tailored advice solutions and

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02 Jun 2021
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Dynamic Asset continues to build supporters as COVID drives managed accounts surge

From Dynamic Asset Consulting

Leading Australian portfolio manager Dynamic Asset Consulting has announced that privately-owned financial adviser dealer group Finchley & Kent has added the Dynamic Asset managed account and investment management solution to

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07 May 2021
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