Tech providers fall behind increased planner needsBY JAMIE WILLIAMSON | THURSDAY, 13 JUL 2017 12:31PM
More than 70% of financial planners are open to transition from their primary platform, saying technology providers are failing to adequately fulfill growing needs.Read more: HUB24, Netwealth, BT Panorama, BT Wrap, CFS FirstChoice, AdviserLogic, Andrew Alcock, Investment Trends Planner Technology Report, Macquarie Wrap, Recep Peker
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Established small and microcap portfolio managers Marcus Burns and Matthew Booker believe a focus on cash flow separates certain investments from what would otherwise be momentum bets. They said cash flow ...
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