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‘CRMs probably die a slow death’: Netwealth CEO

‘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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