 Adrian Patty Chief Technology Officer, Advice Revolution Pty Ltd (at time of writing)
ADRIAN PATTY | FRIDAY, 28 JAN 2022 Businesses are struggling with the burden of fulfilling ASIC's Know Your Client obligations in situations where multiple clients simultaneously require advice. These requirements are taking up to eight weeks for 100 clients to move from one licensee ... Read more ADRIAN PATTY | FRIDAY, 24 SEP 2021 We have all heard of the incredible benefits that technology can bring to an advice practice. But the promise of a repeatable, automated, well-oiled process has eluded most businesses. Advisers get excited by tech when it comes to embedding them into ... Read more PAGE: 1 |
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Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
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