The finalists, the winners and all the atmosphere from the Professional Planner|Zenith Fund Awards 2015 held at Ivy Ballroom in Sydney on October 9.
Images by Matt Faches and Phil Carrick.
13 October 2015 16:20
Distributor of the Year, fund manager of the year, Professional Planner, Professional Planner|Zenith Fund Awards, Zenith Investment Partners
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‘CRMs probably die a slow death’: Netwealth CEO
Netwealth chief executive Matt Heine believes CRMs will “die a slow death” as their place in the advice process becomes redundant. But the head of the fast-growing platform is aware that licensees are eyeing tech capabilities and the potential control that can be regained over the advice process by being the proprietors of those services.
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