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|... interview clients today we're doing it over the phone, but there would be nothing preventing us from using Skype or Facetime to cut down the time," Dent said. Similarly, Lacheur endorses underwriters dealing directly with advice clients although she ...|
|... in the market place." The transformation also saw Elders embracing digital technology, with the group using iPads and FaceTime to complement their traditional face-to-face offerings. "With all the legislation, regulation that's coming through it's going ...|
A former financial adviser and licensee director has been sentenced to six years' imprisonment for misappropriating close to $2 million for his own use.
Pinnacle Investment Management's 16 affiliates tallied up only $3 billion in net inflows in FY20 as institutional allocators deferred mandate decisions in COVID-19 but the firm managed to grow NPAT by 5.6% to $32.2 million.
ASX-listed trading platform SelfWealth has renewed its clearing, settlement and execution (CS&E) mandate with retail broker OpenMarkets, in a move that it says demonstrates the two fintech's shared objective of disrupting the status quo.
The self-managed super fund administration and software provider has appointed two new technology leads, set to help Class continue to grow and innovate.
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