Introduction
Bill Casey, Director of Financial Advisor Services, Conexim – Bill will briefly outline the key reasons why we view Morningstar & PortfolioMetrix as adding significant value to an advisors proposition, and through Fundhouse will also address an area where we see a signifigant gap in the Irish market- namely Independent Fund Consultancy.
Featuring
Bill Casey
Director of Financial Advisor Services Conexim
Bill is a CFP Professional, a QFA and an AITI Chartered Tax Advisor (CTA). Bill has worked for a number of institutions over the last 20 years in the life and pensions industry as well as the stockbroking sector. Bill’s talent lies in assisting Financial ...
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