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The practices of tomorrow / by Kate Cowling

By: Cowling, Kate.
Series: Professional Planner.Publisher: Australia, Conexus Financial, Edition: no. 101, September 2017.Description: 20-21, 2 pages.Subject(s): Financial advisory services | Portfolio management | Information technology | Client relationshipsSummary: Encourages financial advisers to make better use of technology to reduce hours spent on compliance paperwork. Proposes that moving managed funds to exchange-traded funds (ETFs) frees up time to focus on client relationships.
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Article Article Australia
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Encourages financial advisers to make better use of technology to reduce hours spent on compliance paperwork. Proposes that moving managed funds to exchange-traded funds (ETFs) frees up time to focus on client relationships.

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