Search Results | Showing 21 - 30 of 49 results for %22REST Advice Online%22 |
| | Sequoia Financial Group's advice business delivered strong revenue in the six months to December thanks to two acquisitions and a restructure of its operations. Sequoia Wealth Group saw revenue jump 39% to $3.9 million, while adviser numbers rose 15% ... |
| | | The future of financial advice will be built around businesses which cater to niche markets, leading to more advisers joining boutique planning groups. This is the view of Wealth Enhancers co-founder and chief investment officer Finn Kelly. The firm ... |
| | | ... the advice industry is not thinking big enough, putting itself at risk of being left behind if it doesn't catch up to the rest of the world. Findings from netwealth's recent AdviceTech report show advisers identified robo-advice, managed accounts and ... |
| | | ... own digital advice team who are tasked to test and research all types of advice technology before rolling them out to the rest of the business. This includes technology around online meetings, digital signatures, video conferencing, live balance sheets ... |
| | | ... adviser simply enters the clients' details and sets up his and/or her financial status and goals. Pathfinder will do the rest. No longer must the adviser fiddle around with software settings to "make it work," he said. The tool can be customised by its ... |
| | | ... Class has partnered with an online financial adviser in a move that will give accountants the power to offer financial advice to clients without an AFSL. Accountants working with SMSF clients will indirectly be able to provide financial advice via Plenty ... |
| | | ... breadth of services and develop deeper client relationships. "Accountants face the same challenges and opportunities as the rest of the financial industry. They're trying to navigate emerging technologies and work out how it can help them foster stronger ... |
| | | ... Tindall and issued a fine of $16,000. In a determination handed down on 10 February, the CRC decided to expel Tindall of PWM Advice, Orange, NSW, from the membership of the FPA for multiple breaches of the Code of Professional Practice. The CRC found ... |
| | | ... that more than 80% of people trust online reviews as much as a recommendation through friends or family," said Woods. "For advice-seekers, Google star ratings will cut down the time spent on researching potential financial advisers and allow people to ... |
| | | ... refresh - your social media strategy I've found that many advisors either lack a social media presence or have a stale online persona, which is understandable considering the restrictions that many investment firms have. But as long as you stay within ... |
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